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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$545K +$32.8K +788 +6%
AI
27
Accredited Investors
Minnesota
$519K +$582 +14 +0.1%
William Blair & Company
28
William Blair & Company
Illinois
$500K +$11.2K +270 +2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$459K -$428K -10,298 -47%
CAN
30
Cetera Advisor Networks
California
$431K +$10.9K +262 +2%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$423K – – –
CCFCSB
32
Cape Cod Five Cents Savings Bank
Massachusetts
$415K -$28.8K -692 -6%
FAAS
33
First Allied Advisory Services
California
$397K +$16.6K +400 +4%
UCFA
34
United Capital Financial Advisors
Texas
$394K – – –
RFC
35
Regions Financial Corp
Alabama
$378K -$63.7K -1,532 -14%
CAG
36
Crestwood Advisors Group
Massachusetts
$363K – – –
FPFS
37
First Personal Financial Services
North Carolina
$361K +$13K +312 +4%
FDCC
38
Foster Dykema Cabot & Co
Massachusetts
$343K – – –
DWM
39
Destination Wealth Management
California
$327K -$83.2K -2,000 -19%
Ameriprise
40
Ameriprise
Minnesota
$315K +$97.5K +2,344 +41%
CA
41
Cetera Advisors
Colorado
$312K – – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$311K +$21.6K +520 +7%
PGA
43
Portland Global Advisors
Maine
$305K – – –
SGAM
44
Steinberg Global Asset Management
Florida
$283K – – –
Stifel Financial
45
Stifel Financial
Missouri
$279K – – –
TCOV
46
Trust Company of Vermont
Vermont
$273K +$1.5K +36 +0.5%
SCG
47
Sonata Capital Group
Washington
$260K – – –
GAM
48
Gould Asset Management
California
$255K – – –
BOS
49
Bingham Osborn & Scarborough
California
$224K – – –
TAM
50
Trillium Asset Management
Massachusetts
$221K – – –