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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
$17.3M -$1.35M -11,039 -7%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.5M -$642K -5,233 -4%
BHB
28
Bank Hapoalim BM
Israel
$13.8M
SA
29
Stewardship Advisors
Pennsylvania
$12.6M +$3.3M +26,877 +35%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$12.5M -$277K -2,255 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$2.11M +17,174 +20%
TF
32
Tompkins Financial
New York
$12.1M -$241K -1,964 -2%
FF
33
Farrow Financial
Vermont
$11.9M -$209K -1,705 -2%
QC
34
Quent Capital
New York
$11.4M +$925K +7,543 +9%
HPC
35
HM Payson & Co
Maine
$10.7M +$701K +5,718 +7%
HighTower Advisors
36
HighTower Advisors
Illinois
$10.5M -$1.95M -15,863 -15%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.99M -$82.6K -673 -0.8%
MD
38
Money Design
Japan
$9.38M -$346K -2,822 -4%
COCM
39
Charter Oak Capital Management
New Hampshire
$9.18M -$379K -3,090 -4%
ASN
40
Advisory Services Network
Georgia
$8.15M +$3.97M +32,375 +94%
CG
41
Corundum Group
Colorado
$8.06M -$91.5K -746 -1%
Northern Trust
42
Northern Trust
Illinois
$7.82M
SPIA
43
Steward Partners Investment Advisory
New York
$7.61M -$248K -2,021 -3%
RFC
44
Regions Financial Corp
Alabama
$7.56M -$183K -1,490 -2%
KeyBank National Association
45
KeyBank National Association
Ohio
$7.32M -$4.66K -38 -0.1%
AI
46
Accredited Investors
Minnesota
$7.29M -$239K -1,952 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.06M +$4.1M +33,419 +136%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$6.7M -$514K -4,191 -7%
DADC
49
D.A. Davidson & Co
Montana
$6.58M -$333K -2,715 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$6.54M +$189K +1,544 +3%