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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Alexandria Capital
Virginia
$145K -$11.5K -312 -8%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$129K
NES
53
New England Securities
New York
$126K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$103K -$39.7K -1,078 -29%
PSI
55
Pinnacle Summer Investments
Virginia
$100K
ASN
56
Advisory Services Network
Georgia
$85K +$81.9K +2,222 New
Creative Planning
57
Creative Planning
Kansas
$83K
PWAG
58
Polaris Wealth Advisory Group
California
$79K -$104K -2,830 -58%
CWM
59
Cranbrook Wealth Management
Michigan
$69K +$66.7K +1,808 New
AIG
60
American International Group
New York
$59.6K +$74 +2 +0.1%
FWM
61
Focused Wealth Management
New York
$48K +$74 +2 +0.2%
PIM
62
Parasol Investment Management
Illinois
$34K +$32.2K +874 New
BAM
63
Barrett Asset Management
New York
$21K +$5.53K +150 +38%
MFS
64
MSI Financial Services
Massachusetts
$17K
FBT
65
Founders Bank & Trust
Michigan
$15K
ST
66
Smithfield Trust
Pennsylvania
$7K
FAM
67
Formidable Asset Management
Ohio
$4K
LNB
68
Ledyard National Bank
$4K
MAA
69
Managed Account Advisors
New Jersey
-$440K -12,440 Closed
CWA
70
Convergent Wealth Advisors
Maryland
-$417K -11,790 Closed
Northern Trust
71
Northern Trust
Illinois
-$278K -7,850 Closed
BJL
72
Brighton Jones LLC
Washington
-$274K -7,746 Closed
CAN
73
Cetera Advisor Networks
California
-$208K -5,870 Closed