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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
51
Litman Gregory Wealth Management
California
$294K +$296K +7,050 New
TCOV
52
Trust Company of Vermont
Vermont
$289K -$420 -10 -0.1%
SCG
53
Sonata Capital Group
Washington
$275K
GAM
54
Gould Asset Management
California
$270K
CAG
55
Crestwood Advisors Group
Massachusetts
$252K -$133K -3,162 -34%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$250K -$79.8K -1,900 -24%
BOS
57
Bingham Osborn & Scarborough
California
$237K
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$219K +$160K +3,808 +263%
Stifel Financial
59
Stifel Financial
Missouri
$215K -$81.3K -1,936 -27%
Citigroup
60
Citigroup
New York
$212K -$11K -262 -5%
DWM
61
Dakota Wealth Management
Florida
$205K +$207K +4,918 New
DADC
62
D.A. Davidson & Co
Montana
$175K
JFA
63
JNBA Financial Advisors
Minnesota
$165K +$49.7K +1,184 +43%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$152K
WEC
65
Winslow Evans & Crocker
Massachusetts
$146K -$6.22K -148 -4%
AC
66
Alexandria Capital
Virginia
$133K
HA
67
Harfst & Associates
Wyoming
$125K
MA
68
MUFG Americas
New York
$115K
SEIA
69
Signature Estate & Investment Advisors
California
$113K +$4.37K +104 +4%
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$107K +$108K +2,570 New
AIG
71
American International Group
New York
$105K +$8.4K +200 +9%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$104K
AWM
73
AllSquare Wealth Management
New York
$101K
CWM
74
Cranbrook Wealth Management
Michigan
$89K
DSC
75
Duncker Streett & Co
Missouri
$89K