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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
51
Bingham Osborn & Scarborough
California
$242K
Ameriprise
52
Ameriprise
Minnesota
$241K -$433K -9,956 -64%
TAM
53
Trillium Asset Management
Massachusetts
$239K -$1.92K -44 -0.8%
Truist Financial
54
Truist Financial
North Carolina
$231K -$13.5K -310 -5%
Citigroup
55
Citigroup
New York
$223K -$10.7K -246 -4%
MWM
56
Mission Wealth Management
California
$222K +$225K +5,180 New
DWM
57
Dakota Wealth Management
Florida
$209K
FANJ
58
Financial Architects (New Jersey)
New Jersey
$204K +$209K +4,796 New
BSWM
59
Boston Standard Wealth Management
Massachusetts
$201K -$4.61K -106 -2%
DADC
60
D.A. Davidson & Co
Montana
$179K -$435 -10 -0.2%
MFS
61
MSI Financial Services
Massachusetts
$172K
WEC
62
Winslow Evans & Crocker
Massachusetts
$156K
BFEC
63
Benjamin F. Edwards & Company
Missouri
$155K
AC
64
Alexandria Capital
Virginia
$135K
HA
65
Harfst & Associates
Wyoming
$128K +$131K +3,000 New
JFA
66
JNBA Financial Advisors
Minnesota
$124K +$40.2K +924 +46%
MA
67
MUFG Americas
New York
$117K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$106K
AWM
69
AllSquare Wealth Management
New York
$103K -$13.6K -312 -11%
NFG
70
Next Financial Group
Texas
$103K
BCI
71
Brinker Capital Investments
Pennsylvania
$101K +$103K +2,370 New
ASN
72
Advisory Services Network
Georgia
$95K
AIG
73
American International Group
New York
$92.4K -$435 -10 -0.5%
CWM
74
Cranbrook Wealth Management
Michigan
$91K
DSC
75
Duncker Streett & Co
Missouri
$91K