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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Fund Evaluation Group
Ohio
$15.4M +$16.2M +171,644 New
RJA
27
Raymond James & Associates
Florida
$12.4M +$1.76M +18,717 +16%
GC
28
Garde Capital
Washington
$12M -$1.5M -15,922 -11%
Mariner
29
Mariner
Kansas
$11.9M -$56.4K -599 -0.5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$11.1M +$1M +10,633 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$9.93M +$371K +3,938 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.76M -$473K -5,028 -4%
DADC
33
D.A. Davidson & Co
Montana
$9.42M -$15.5K -165 -0.2%
QC
34
Quent Capital
New York
$8.47M -$76.6K -814 -0.9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.1M -$276K -2,930 -3%
SA
36
Stewardship Advisors
Pennsylvania
$7.58M +$1.55M +16,511 +24%
MD
37
Money Design
Japan
$7.57M -$13.6M -144,713 -63%
HPC
38
HM Payson & Co
Maine
$7.24M +$359K +3,812 +5%
COCM
39
Charter Oak Capital Management
New Hampshire
$7.23M -$420K -4,459 -5%
SWA
40
SOA Wealth Advisors
New York
$6.9M +$125K +1,332 +2%
PC
41
Permanens Capital
New York
$6.31M -$877K -9,319 -12%
RFC
42
Regions Financial Corp
Alabama
$6.25M -$245K -2,602 -4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$6.16M +$430K +4,566 +7%
RSWM
44
Robertson Stephens Wealth Management
California
$6.14M +$964K +10,241 +18%
KeyBank National Association
45
KeyBank National Association
Ohio
$6.06M +$265K +2,814 +4%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$6.05M +$1.12M +11,861 +21%
TF
47
Tompkins Financial
New York
$5.95M -$163K -1,735 -3%
Northern Trust
48
Northern Trust
Illinois
$5.82M +$6.59K +70 +0.1%
CG
49
Corundum Group
Colorado
$5.68M +$175K +1,856 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$5.3M +$4.01M +42,609 +261%