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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
Nautilus Advisors
California
$841K – – –
HCM
202
Hengehold Capital Management
Ohio
$820K – – –
MPIM
203
McGinn Penninger Investment Management
Virginia
$815K -$273K -2,090 -26%
CICC
204
Capital Investment Counsel (Colorado)
Colorado
$814K – – –
BONH
205
Bank of New Hampshire
New Hampshire
$813K – – –
Farther Finance Advisors
206
Farther Finance Advisors
California
$812K +$1.18K +9 +0.2%
RFA
207
Rollins Financial Advisors
New York
$810K – – –
Hills Bank & Trust
208
Hills Bank & Trust
Iowa
$806K – – –
WDL
209
Well Done LLC
Michigan
$801K -$131 -1 -0%
Waverly Advisors
210
Waverly Advisors
Alabama
$797K -$42.8K -328 -5%
Brown Advisory
211
Brown Advisory
Maryland
$780K +$98.6K +755 +15%
Glenmede Investment Management
212
Glenmede Investment Management
Pennsylvania
$749K – – –
Modera Wealth Management
213
Modera Wealth Management
New Jersey
$742K – – –
PCM
214
Parsons Capital Management
Rhode Island
$739K -$4.31K -33 -0.6%
MFC
215
Morris Financial Concepts
South Carolina
$739K -$14.2K -109 -2%
GVCM
216
Global View Capital Management
Wisconsin
$736K +$461K +3,527 +185%
AGF Management
217
AGF Management
Ontario, Canada
$733K +$65.3K +500 +10%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$732K +$131 +1 +0%
CWA
219
Crux Wealth Advisors
California
$724K -$111K -847 -14%
LI
220
LRI Investments
Florida
$721K -$14.8K -113 -2%
One Capital Management
221
One Capital Management
California
$719K -$20.5K -157 -3%
MBTD
222
Mechanics Bank - Trust Department
California
$713K +$70.3K +538 +11%
ML
223
McAdam LLC
Pennsylvania
$712K -$17K -130 -2%
TWM
224
TriaGen Wealth Management
California
$701K – – –
KDA
225
Kraft Davis & Associates
Missouri
$699K – – –