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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
201
JNBA Financial Advisors
Minnesota
$942K +$7.04K +51 +0.8%
AC
202
Apella Capital
Connecticut
$918K +$910K +6,590 New
WIM
203
Westside Investment Management
California
$912K +$690 +5 +0.1%
MYIA
204
Mount Yale Investment Advisors
Colorado
$897K
WP
205
WealthShield Partners
North Carolina
$892K -$33.8K -245 -4%
MIA
206
MMBG Investment Advisors
Florida
$887K +$879K +6,365 New
EH
207
Equitable Holdings
New York
$878K -$217K -1,575 -20%
Comerica Bank
208
Comerica Bank
Texas
$877K +$1.24K +9 +0.1%
NA
209
Nautilus Advisors
California
$864K
JWCA
210
J.W. Cole Advisors
Florida
$856K -$434K -3,145 -22%
HCM
211
Hengehold Capital Management
Ohio
$849K +$6.77K +49 +0.8%
FFA
212
Farther Finance Advisors
California
$842K +$8.7K +63 +1%
CICC
213
Capital Investment Counsel (Colorado)
Colorado
$836K
EPW
214
Endeavor Private Wealth
Kansas
$836K +$828K +6,000 New
HBT
215
Hills Bank & Trust
Iowa
$828K
WDL
216
Well Done LLC
Michigan
$823K
RFA
217
Rollins Financial Advisors
New York
$819K -$12.4K -90 -2%
CCM
218
Coldstream Capital Management
Washington
$812K -$64.2K -465 -7%
NI
219
Natural Investments
California
$809K +$802K +5,811 New
BONH
220
Bank of New Hampshire
New Hampshire
$807K -$27.6K -200 -3%
SWM
221
Silverlake Wealth Management
Vermont
$783K +$65.3K +473 +9%
BCI
222
Brinker Capital Investments
Pennsylvania
$777K +$107K +772 +16%
RRA
223
Red Reef Advisors
Florida
$761K +$754K +5,461 New
PCM
224
Parsons Capital Management
Rhode Island
$756K -$3.45K -25 -0.5%
MBTD
225
Mechanics Bank - Trust Department
California
$752K +$20K +145 +3%