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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Alexandria Capital
Virginia
$147K
MA
52
MUFG Americas
New York
$144K -$61.3K -1,600 -30%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$132K
NES
54
New England Securities
New York
$128K
BJ
55
Brouwer & Janachowski
California
$117K +$115K +2,990 New
PSI
56
Pinnacle Summer Investments
Virginia
$102K
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$91K -$83.4K -2,178 -48%
Creative Planning
58
Creative Planning
Kansas
$84K
DSC
59
Duncker Streett & Co
Missouri
$84K +$82K +2,140 New
PWAG
60
Polaris Wealth Advisory Group
California
$76K -$4.6K -120 -6%
CWM
61
Cranbrook Wealth Management
Michigan
$71K
AIG
62
American International Group
New York
$60.8K +$77 +2 +0.1%
FWM
63
Focused Wealth Management
New York
$49K
FCCM
64
First City Capital Management
Georgia
$43.3K +$42.5K +1,110 New
PIM
65
Parasol Investment Management
Illinois
$34K
MFS
66
MSI Financial Services
Massachusetts
$25K +$7.66K +200 +44%
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$23K +600 New
BAM
68
Barrett Asset Management
New York
$21K
FBT
69
Founders Bank & Trust
Michigan
$16K
LNB
70
Ledyard National Bank
$9K +$4.98K +130 +130%
ST
71
Smithfield Trust
Pennsylvania
$7K
FAM
72
Formidable Asset Management
Ohio
$4K
Goldman Sachs
73
Goldman Sachs
New York
-$4.16M -108,390 Closed
BAAM
74
Baker Avenue Asset Management
California
-$299K -7,800 Closed
GIP
75
Granite Investment Partners
California
-$266K -6,940 Closed