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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$17.7M +$1.68M +18,893 +11%
US Bancorp
27
US Bancorp
Minnesota
$17.7M +$5.58M +62,801 +50%
GC
28
Garde Capital
Washington
$14M +$161K +1,812 +1%
Mariner
29
Mariner
Kansas
$12.5M +$507K +5,712 +4%
RJA
30
Raymond James & Associates
Florida
$11.2M -$761K -8,571 -7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$10.6M -$1.07M -11,992 -10%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$10.6M +$413K +4,648 +4%
HighTower Advisors
33
HighTower Advisors
Illinois
$9.95M +$45.7K +514 +0.5%
DADC
34
D.A. Davidson & Co
Montana
$9.82M +$152K +1,709 +2%
QC
35
Quent Capital
New York
$8.89M +$74.4K +838 +0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.7M -$244K -2,743 -3%
COCM
37
Charter Oak Capital Management
New Hampshire
$7.94M -$222K -2,499 -3%
SWP
38
Stratos Wealth Partners
Ohio
$7.69M +$4.54M +51,142 +165%
PC
39
Permanens Capital
New York
$7.41M -$4.96M -55,791 -41%
HPC
40
HM Payson & Co
Maine
$7.18M +$556K +6,264 +9%
SWA
41
SOA Wealth Advisors
New York
$7.05M -$471K -5,304 -7%
RFC
42
Regions Financial Corp
Alabama
$6.75M +$11.2K +126 +0.2%
TF
43
Tompkins Financial
New York
$6.35M -$155K -1,743 -3%
SA
44
Stewardship Advisors
Pennsylvania
$6.35M +$693K +7,798 +13%
Northern Trust
45
Northern Trust
Illinois
$6.05M +$1.11M +12,514 +24%
KeyBank National Association
46
KeyBank National Association
Ohio
$6.05M +$26.6K +300 +0.5%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.98M -$1.1M -12,439 -16%
CG
48
Corundum Group
Colorado
$5.74M +$1.81M +20,411 +50%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.59M +$66.6K +750 +1%
SAG
50
SageView Advisory Group
California
$5.41M -$164K -1,842 -3%