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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$541K -$24.3K -578 -4%
Ameriprise
27
Ameriprise
Minnesota
$516K +$169K +4,024 +51%
William Blair & Company
28
William Blair & Company
Illinois
$509K -$4.62K -110 -0.9%
EWM
29
Evercore Wealth Management
New York
$480K -$126K -3,000 -21%
HighTower Advisors
30
HighTower Advisors
Illinois
$467K +$19K +452 +4%
RFC
31
Regions Financial Corp
Alabama
$465K
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$462K
CAG
33
Crestwood Advisors Group
Massachusetts
$455K
BUB
34
BBVA USA Bancshares
Texas
$431K
FPFS
35
First Personal Financial Services
North Carolina
$384K +$374K +8,920 New
CCFCSB
36
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$9.23K -220 -2%
CAN
37
Cetera Advisor Networks
California
$378K +$49.7K +1,184 +16%
FAAS
38
First Allied Advisory Services
California
$373K +$42.6K +1,016 +13%
TAM
39
Trillium Asset Management
Massachusetts
$368K +$121K +2,892 +51%
PGA
40
Portland Global Advisors
Maine
$334K -$33.6K -800 -9%
SGAM
41
Steinberg Global Asset Management
Florida
$309K +$64.6K +1,540 +27%
DWM
42
Destination Wealth Management
California
$291K +$9.74K +232 +4%
CA
43
Cetera Advisors
Colorado
$288K -$21.8K -520 -7%
SCG
44
Sonata Capital Group
Washington
$284K +$277K +6,600 New
TCOV
45
Trust Company of Vermont
Vermont
$281K +$39.2K +934 +17%
GAM
46
Gould Asset Management
California
$257K
BOS
47
Bingham Osborn & Scarborough
California
$245K -$13.8K -328 -5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$242K
Citigroup
49
Citigroup
New York
$217K -$5.04K -120 -2%
DWM
50
Dakota Wealth Management
Florida
$212K +$206K +4,918 New