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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
401
Aspire Private Capital
North Carolina
$77K
CWP
402
Concord Wealth Partners
Virginia
$74K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$74K
AIA
404
Arcadia Investment Advisors
Idaho
$73K
VNA
405
Valley National Advisers
Pennsylvania
$60K
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$58K -$1.65K -16 -3%
LWA
407
Lenox Wealth Advisors
New York
$57K
ACA
408
Aptus Capital Advisors
Alabama
$56K
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$52K -$206 -2 -0.4%
CA
410
CoreCap Advisors
Michigan
$51K +$49.1K +478 New
CWM
411
Curi Wealth Management
North Carolina
$46K +$44.8K +436 New
PAIM
412
Punch & Associates Investment Management
Minnesota
$45K -$34.5K -336 -44%
DWMG
413
DB Wealth Management Group
California
$43K
CFB
414
Cullen/Frost Bankers
Texas
$43K +$41.2K +401 New
MIM
415
Macroview Investment Management
Maryland
$41K
FWM
416
Focused Wealth Management
New York
$40K -$9.15K -89 -19%
MFAM
417
M Financial Asset Management
Oregon
$37K
WWM
418
Wolff Wiese Magana
California
$35K
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$35K +$34.1K +332 New
TWC
420
TD Waterhouse Canada
Ontario, Canada
$29.7K +$28.8K +280 New
FFG
421
Ford Financial Group
California
$28K +$27.5K +268 New
FRA
422
Front Row Advisors
California
$26K
WPWM
423
Western Pacific Wealth Management
Illinois
$25K +$24.7K +240 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$22K -$2.26K -22 -10%
TC
425
Trust Company
Kansas
$22K