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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Garde Capital
Washington
$3.12M +$3.06M +51,142 New
CCM
27
Colorado Capital Management
Colorado
$3.09M -$41.9K -700 -1%
Northern Trust
28
Northern Trust
Illinois
$3.07M
KeyBank National Association
29
KeyBank National Association
Ohio
$2.79M +$379K +6,332 +16%
Brown Advisory
30
Brown Advisory
Maryland
$2.58M
BC
31
Bartlett & Co
Ohio
$2.55M +$208K +3,470 +9%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$2.55M +$208K +3,470 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.53M +$1.49M +24,854 +149%
DWM
34
Destination Wealth Management
California
$2.51M +$83.6K +1,398 +4%
Barclays
35
Barclays
United Kingdom
$2.29M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.11M
SFP
37
Shepherd Financial Partners
Massachusetts
$1.85M -$22.1K -370 -1%
RFC
38
Regions Financial Corp
Alabama
$1.8M -$4.67K -78 -0.3%
AI
39
Accredited Investors
Minnesota
$1.76M +$454K +7,588 +36%
Chevy Chase Trust
40
Chevy Chase Trust
Maryland
$1.75M
LFASL
41
Lugano Financial Advisors SA (LFA)
Switzerland
$1.7M +$92.7K +1,550 +6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.66M +$696K +11,630 +74%
FEG
43
Fund Evaluation Group
Ohio
$1.65M -$8.02K -134 -0.5%
CJA
44
C-J Advisory
California
$1.52M +$62.3K +1,042 +4%
B
45
Bailard
California
$1.48M +$47.9K +800 +3%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$1.39M -$68K -1,136 -5%
VWA
47
VERITY Wealth Advisors
United States
$1.37M
WTC
48
WhitTier Trust Company
Nevada
$1.36M -$153K -2,564 -10%
GAM
49
Gould Asset Management
California
$1.27M +$55.6K +930 +5%
EWM
50
Evercore Wealth Management
New York
$1.26M +$29.9K +500 +2%