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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Garde Capital
Washington
$12.9M +$712K +8,286 +6%
PC
27
Permanens Capital
New York
$11.8M -$299K -3,478 -3%
RJA
28
Raymond James & Associates
Florida
$11.2M -$41.9M -487,749 -79%
Mariner
29
Mariner
Kansas
$11.2M +$268K +3,117 +3%
US Bancorp
30
US Bancorp
Minnesota
$11.1M +$903K +10,513 +9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11M +$592K +6,893 +6%
BHB
32
Bank Hapoalim BM
Israel
$10.9M
Baird Financial Group
33
Baird Financial Group
Wisconsin
$9.5M +$35.1K +409 +0.4%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.29M -$138K -1,602 -1%
DADC
35
D.A. Davidson & Co
Montana
$9.05M +$342K +3,979 +4%
BRWA
36
B. Riley Wealth Advisors
Florida
$8.86M +$4.15M +48,256 +92%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$8.4M -$1.64M -19,029 -17%
QC
38
Quent Capital
New York
$8.26M +$126K +1,468 +2%
COCM
39
Charter Oak Capital Management
New Hampshire
$7.66M +$676K +7,862 +10%
SWA
40
SOA Wealth Advisors
New York
$7.08M -$38.3K -446 -0.6%
Goldman Sachs
41
Goldman Sachs
New York
$6.87M -$141K -1,645 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.7M +$233K +2,717 +4%
RFC
43
Regions Financial Corp
Alabama
$6.32M +$59.5K +693 +1%
HPC
44
HM Payson & Co
Maine
$6.18M +$16.8K +195 +0.3%
TF
45
Tompkins Financial
New York
$6.11M -$412K -4,793 -6%
KeyBank National Association
46
KeyBank National Association
Ohio
$5.64M +$393K +4,575 +8%
SA
47
Stewardship Advisors
Pennsylvania
$5.27M +$1.53M +17,801 +42%
SAG
48
SageView Advisory Group
California
$5.23M -$87.7K -1,021 -2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.17M -$200K -2,326 -4%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$4.88M +$70.9K +825 +2%