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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Corrigan Financial
Rhode Island
$205K +$201K +2,786 New
NCM
227
New Capital Management
Texas
$204K
LI
228
LVZ Inc
Michigan
$202K +$198K +2,748 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$201K -$128K -1,768 -39%
MA
230
MUFG Americas
New York
$200K
OC
231
Oakworth Capital
Alabama
$196K
RTC
232
Riverview Trust Company
Washington
$192K
IWP
233
IAG Wealth Partners
Wisconsin
$187K
FCB
234
First Command Bank
Texas
$185K
FCFS
235
First Command Financial Services
Texas
$185K
HWA
236
HCR Wealth Advisors
California
$184K
FFW
237
Fusion Family Wealth
New York
$177K
GWM
238
Geneos Wealth Management
Colorado
$155K
AWM
239
AllSquare Wealth Management
New York
$149K -$8.67K -120 -6%
BBA
240
Braun-Bostich & Associates
Pennsylvania
$140K
TPWA
241
TRUE Private Wealth Advisors
Oregon
$135K
HFRG
242
Houlihan Financial Resource Group
Virginia
$125K +$116K +1,600 New
FWP
243
FAS Wealth Partners
Kansas
$123K +$433 +6 +0.4%
BAM
244
Barrett Asset Management
New York
$121K -$18.1K -250 -13%
HI
245
Hudock Inc
Pennsylvania
$119K +$37.1K +514 +46%
PAIM
246
Punch & Associates Investment Management
Minnesota
$117K -$58.5K -810 -34%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$9.97K +138 +10%
CWM
248
Cranbrook Wealth Management
Michigan
$99K +$144 +2 +0.1%
GAM
249
Gemmer Asset Management
California
$94K +$289 +4 +0.3%
NSIM
250
North Star Investment Management
Illinois
$90K