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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
26
Peoples Bank (Ohio)
Ohio
$747K +$752K +17,906 New
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$679K
TF
28
Tompkins Financial
New York
$643K +$648K +15,420 New
HighTower Advisors
29
HighTower Advisors
Illinois
$622K +$41.6K +990 +7%
GIP
30
Granite Investment Partners
California
$601K +$606K +14,420 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$576K -$2.45M -58,306 -81%
AI
32
Accredited Investors
Minnesota
$569K +$20.3K +484 +4%
Ameriprise
33
Ameriprise
Minnesota
$549K +$217K +5,162 +65%
William Blair & Company
34
William Blair & Company
Illinois
$529K
Northern Trust
35
Northern Trust
Illinois
$521K -$798K -19,000 -60%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$511K +$26.9K +640 +6%
DWM
37
Destination Wealth Management
California
$509K +$164K +3,894 +47%
UCFA
38
United Capital Financial Advisors
Texas
$500K +$84K +2,000 +20%
PWM
39
Patriot Wealth Management
Texas
$465K +$469K +11,160 New
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$448K
FAAS
41
First Allied Advisory Services
California
$418K -$1.68K -40 -0.4%
CCFCSB
42
Cape Cod Five Cents Savings Bank
Massachusetts
$405K -$34.7K -826 -8%
RFC
43
Regions Financial Corp
Alabama
$400K
CA
44
Cetera Advisors
Colorado
$388K +$58.8K +1,400 +18%
FPFS
45
First Personal Financial Services
North Carolina
$382K
RP
46
Riverbridge Partners
Minnesota
$340K +$342K +8,144 New
FDCC
47
Foster Dykema Cabot & Co
Massachusetts
$331K -$31.5K -750 -9%
PGA
48
Portland Global Advisors
Maine
$323K
MFS
49
MSI Financial Services
Massachusetts
$319K +$151K +3,602 +89%
SGAM
50
Steinberg Global Asset Management
Florida
$299K