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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.2M +$793K +12,372 +27%
SCA
27
Snowden Capital Advisors
New York
$3.1M -$744K -11,610 -17%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.09M -$386K -6,028 -10%
Northern Trust
29
Northern Trust
Illinois
$2.79M +$22.9K +358 +0.7%
KeyBank National Association
30
KeyBank National Association
Ohio
$2.7M +$130K +2,026 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$2.67M +$2.67M +41,726 +611%
HPWM
32
Highland Private Wealth Management
Washington
$2.39M -$83.3K -1,300 -3%
CCM
33
Colorado Capital Management
Colorado
$2.29M +$92.3K +1,440 +2%
CJA
34
C-J Advisory
California
$2.21M +$599K +9,348 +30%
HPC
35
HM Payson & Co
Maine
$2.16M +$655K +10,216 +35%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.11M
MML Investors Services
37
MML Investors Services
Massachusetts
$2.09M +$260K +4,062 +12%
Barclays
38
Barclays
United Kingdom
$2.06M
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$2.06M
RFC
40
Regions Financial Corp
Alabama
$2.03M
DWM
41
Destination Wealth Management
California
$1.98M -$766K -11,948 -25%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.96M +$69M +1,077,196 New
Brown Advisory
43
Brown Advisory
Maryland
$1.96M +$80.4K +1,254 +4%
AI
44
Accredited Investors
Minnesota
$1.68M +$91.3K +1,424 +5%
SFP
45
Shepherd Financial Partners
Massachusetts
$1.65M -$158K -2,472 -8%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$1.64M +$1.92M +29,888 New
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$1.58M
Jane Street
48
Jane Street
New York
$1.5M +$1.75M +27,342 New
B
49
Bailard
California
$1.5M -$85.6K -1,336 -5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$547K +8,536 +46%