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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Caldwell Trust
226
Caldwell Trust
Florida
$78.9K -$10K -160 -12%
Hudock Inc
227
Hudock Inc
Pennsylvania
$74K +$250 +4 +0.4%
CCM
228
Cribstone Capital Management
Maine
$70K -$23.2K -370 -26%
APC
229
Aspire Private Capital
North Carolina
$69K – – –
Howe & Rusling
230
Howe & Rusling
New York
$66K +$21.3K +340 +53%
Advisornet Financial
231
Advisornet Financial
Minnesota
$64K +$2K +32 +3%
IFP Advisors
232
IFP Advisors
Florida
$64K +$7.13K +114 +13%
Harbor Investment Advisory
233
Harbor Investment Advisory
Maryland
$60K -$4.38K -70 -7%
MassMutual Private Wealth & Trust
234
MassMutual Private Wealth & Trust
Connecticut
$57K – – –
Certified Advisory Corp
235
Certified Advisory Corp
Florida
$56K +$125 +2 +0.2%
AIA
236
Arcadia Investment Advisors
Idaho
$52.2K – – –
Synovus Financial
237
Synovus Financial
Georgia
$50K -$10.9K -174 -19%
FWM
238
Filbrandt Wealth Management
Wisconsin
$47K +$43.8K +700 New
ATC
239
Adirondack Trust Company
New York
$43K – – –
WEC
240
Winslow Evans & Crocker
Massachusetts
$40K – – –
Aptus Capital Advisors
241
Aptus Capital Advisors
Alabama
$39K +$4.38K +70 +13%
Creative Financial Designs
242
Creative Financial Designs
Indiana
$39K +$36.4K +582 New
APA
243
American Portfolios Advisors
New York
$36K – – –
Franklin Resources
244
Franklin Resources
California
$35K +$31.3K +500 New
Focused Wealth Management
245
Focused Wealth Management
New York
$31K +$125 +2 +0.4%
PIMG
246
Patriot Investment Management Group
Tennessee
$28.8K +$26.9K +430 New
Capital Asset Advisory Services
247
Capital Asset Advisory Services
Michigan
$25K – – –
Fidelity Investments
248
Fidelity Investments
Massachusetts
$24K -$3.5K -56 -14%
Glen Eagle Advisors
249
Glen Eagle Advisors
New Jersey
$23.4K +$6.26K +100 +40%
MWA
250
MFA Wealth Advisors
Pennsylvania
$21.1K +$19.8K +316 New