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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$6.91M +$53K +359 +0.8%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.73M +$1.06M +7,181 +20%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$6.61M +$854K +5,782 +15%
GT
54
Glenview Trust
Kentucky
$6.56M
AL
55
Aspiriant LLC
California
$6.25M -$221K -1,500 -4%
HWA
56
Hilltop Wealth Advisors
North Carolina
$6.17M -$251K -1,699 -4%
DADC
57
D.A. Davidson & Co
Montana
$6.16M -$6.5K -44 -0.1%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$6.11M +$1.16M +7,831 +25%
BMC
59
Bear Mountain Capital
Washington
$6.08M +$109K +735 +2%
BCM
60
Brookstone Capital Management
Illinois
$6.04M +$378K +2,562 +7%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$6M -$24.7K -167 -0.4%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$5.77M -$107K -727 -2%
LNWTC
63
Laird Norton Wetherby Trust Company
Washington
$5.64M +$1.07M +7,236 +25%
AAP
64
Arax Advisory Partners
Colorado
$5.41M +$5.18M +35,082 New
Cerity Partners
65
Cerity Partners
New York
$5.36M -$48.1K -326 -0.9%
FNWM
66
Financial Network Wealth Management
Utah
$5.35M -$5.32K -36 -0.1%
GC
67
Garde Capital
Washington
$5.33M -$20.7K -140 -0.4%
KAS
68
Kestra Advisory Services
Texas
$5.28M +$997K +6,755 +25%
MOS
69
MGO One Seven
Ohio
$5.24M -$58.5K -396 -1%
BWM
70
BigSur Wealth Management
Florida
$4.94M
TF
71
Tompkins Financial
New York
$4.71M -$163K -1,102 -3%
GC
72
Grimes & Company
Massachusetts
$4.65M +$137K +928 +3%
MWM
73
Modern Wealth Management
Kansas
$4.51M -$13.9K -94 -0.3%
Stifel Financial
74
Stifel Financial
Missouri
$4.44M -$158K -1,072 -4%
PFA
75
Pure Financial Advisors
California
$4.42M +$59.4K +402 +1%