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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Stewardship Advisors
Pennsylvania
$15.6M +$3.39M +24,553 +28%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$15.6M -$6.94M -50,256 -31%
WIA
28
World Investment Advisors
California
$14.1M -$150K -1,087 -1%
FF
29
Farrow Financial
Vermont
$13.7M -$37.1K -269 -0.3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$13.4M +$339K +2,454 +3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$273K -1,974 -2%
QC
32
Quent Capital
New York
$12.8M -$205K -1,484 -2%
QLSGSCF
33
Quent Long Short Global Small Cap Fund
New York
$12.8M +$12.7M +91,685 New
HighTower Advisors
34
HighTower Advisors
Illinois
$11.7M -$673K -4,871 -5%
US Bancorp
35
US Bancorp
Minnesota
$10.7M -$268K -1,938 -2%
COCM
36
Charter Oak Capital Management
New Hampshire
$10M -$266K -1,929 -3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.22M -$92K -666 -1%
EI
38
eCIO Inc
Wisconsin
$9.2M -$26.5K -192 -0.3%
Northern Trust
39
Northern Trust
Illinois
$8.84M -$51K -369 -0.6%
NA
40
NewEdge Advisors
Louisiana
$8.27M +$24.3K +176 +0.3%
RFC
41
Regions Financial Corp
Alabama
$8.03M -$223K -1,615 -3%
KeyBank National Association
42
KeyBank National Association
Ohio
$7.57M +$76.6K +555 +1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$7.46M +$535K +3,873 +8%
ASN
44
Advisory Services Network
Georgia
$7.29M +$403K +2,919 +6%
CG
45
Corundum Group
Colorado
$7.12M -$1.64M -11,896 -19%
Osaic Holdings
46
Osaic Holdings
Arizona
$7.07M +$444K +3,215 +7%
AI
47
Accredited Investors
Minnesota
$7.06M -$820K -5,939 -10%
Creative Planning
48
Creative Planning
Kansas
$6.73M +$1.16M +8,419 +21%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.71M -$71K -514 -1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$6.47M -$100K -724 -2%