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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Hengehold Capital Management
Ohio
$820K
MPIM
202
McGinn Penninger Investment Management
Virginia
$815K -$273K -2,090 -26%
CICC
203
Capital Investment Counsel (Colorado)
Colorado
$814K
BONH
204
Bank of New Hampshire
New Hampshire
$813K
FFA
205
Farther Finance Advisors
California
$812K +$1.18K +9 +0.2%
RFA
206
Rollins Financial Advisors
New York
$810K
HBT
207
Hills Bank & Trust
Iowa
$806K
WDL
208
Well Done LLC
Michigan
$801K -$131 -1 -0%
WA
209
Waverly Advisors
Alabama
$797K -$42.8K -328 -5%
Brown Advisory
210
Brown Advisory
Maryland
$780K +$98.6K +755 +15%
GIM
211
Glenmede Investment Management
Pennsylvania
$749K
MWM
212
Modera Wealth Management
New Jersey
$742K
PCM
213
Parsons Capital Management
Rhode Island
$739K -$4.31K -33 -0.6%
MFC
214
Morris Financial Concepts
South Carolina
$739K -$14.2K -109 -2%
GVCM
215
Global View Capital Management
Wisconsin
$736K +$461K +3,527 +185%
AM
216
AGF Management
Ontario, Canada
$733K +$65.3K +500 +10%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$732K +$131 +1 +0%
CWA
218
Crux Wealth Advisors
California
$724K -$111K -847 -14%
LI
219
LRI Investments
Florida
$721K -$14.8K -113 -2%
OCM
220
One Capital Management
California
$719K -$20.5K -157 -3%
MBTD
221
Mechanics Bank - Trust Department
California
$713K +$70.3K +538 +11%
ML
222
McAdam LLC
Pennsylvania
$712K -$17K -130 -2%
TWM
223
TriaGen Wealth Management
California
$701K
KDA
224
Kraft Davis & Associates
Missouri
$699K
SWM
225
Silverlake Wealth Management
Vermont
$699K +$33.4K +256 +5%