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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Trillium Asset Management
Massachusetts
$243K -$124K -2,892 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$241K
Citigroup
53
Citigroup
New York
$235K +$18.4K +430 +9%
Comerica Bank
54
Comerica Bank
Texas
$216K +$216K +5,030 New
DWM
55
Dakota Wealth Management
Florida
$211K
BSWM
56
Boston Standard Wealth Management
Massachusetts
$210K +$600 +14 +0.3%
DADC
57
D.A. Davidson & Co
Montana
$181K
PCM
58
Parsons Capital Management
Rhode Island
$181K +$181K +4,210 New
MFS
59
MSI Financial Services
Massachusetts
$174K +$146K +3,396 +522%
WEC
60
Winslow Evans & Crocker
Massachusetts
$157K
BFEC
61
Benjamin F. Edwards & Company
Missouri
$156K +$11.6K +270 +8%
AC
62
Alexandria Capital
Virginia
$137K
MAA
63
Managed Account Advisors
New Jersey
$137K +$137K +3,188 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$123K +$9.44K +220 +8%
MA
65
MUFG Americas
New York
$118K
AWM
66
AllSquare Wealth Management
New York
$117K -$42.9K -1,000 -27%
PSI
67
Pinnacle Summer Investments
Virginia
$112K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$108K
NFG
69
Next Financial Group
Texas
$104K
ASN
70
Advisory Services Network
Georgia
$96K
AIG
71
American International Group
New York
$93.6K -$2.75K -64 -3%
CWM
72
Cranbrook Wealth Management
Michigan
$92K
DSC
73
Duncker Streett & Co
Missouri
$92K
JFA
74
JNBA Financial Advisors
Minnesota
$85K +$15.3K +356 +22%
BAM
75
Barrett Asset Management
New York
$55K +$12.9K +300 +31%