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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Alexandria Capital
Virginia
$131K -$23.4K -588 -16%
MA
52
MUFG Americas
New York
$113K -$37.8K -950 -26%
Creative Planning
53
Creative Planning
Kansas
$113K +$23.3K +586 +27%
PSI
54
Pinnacle Summer Investments
Virginia
$107K
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$96K +$79 +2 +0.1%
DSC
56
Duncker Streett & Co
Missouri
$88K
CWM
57
Cranbrook Wealth Management
Michigan
$88K +$13.1K +330 +18%
AIG
58
American International Group
New York
$73.5K +$9.22K +232 +15%
FWM
59
Focused Wealth Management
New York
$52K +$159 +4 +0.3%
BRWA
60
B. Riley Wealth Advisors
Florida
$49.4K +$47.7K +1,200 New
FCCM
61
First City Capital Management
Georgia
$45.7K
PIM
62
Parasol Investment Management
Illinois
$36K
MFS
63
MSI Financial Services
Massachusetts
$27K
BAM
64
Barrett Asset Management
New York
$23K
FBT
65
Founders Bank & Trust
Michigan
$17K
HF
66
Hoxton Financial
West Virginia
$13K +$13K +326 New
LNB
67
Ledyard National Bank
$9K
ST
68
Smithfield Trust
Pennsylvania
$8K +$397 +10 +6%
IFWM
69
Institute for Wealth Management
Colorado
$7K +$6.44K +162 New
FAM
70
Formidable Asset Management
Ohio
$4K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$1.83M -46,932 Closed
MWM
72
Modera Wealth Management
New Jersey
-$494K -12,656 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
-$227K -5,800 Closed
ACM
74
Ashford Capital Management
Delaware
-$220K -5,646 Closed
TH
75
Timber Hill
Connecticut
-$201K -5,146 Closed