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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$298K -$1.8M -44,964 -87%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$296K +$38K +950 +16%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$288K +$60.6K +1,516 +29%
SCG
54
Sonata Capital Group
Washington
$281K
GAM
55
Gould Asset Management
California
$275K
Truist Financial
56
Truist Financial
North Carolina
$268K +$251K +6,286 New
CWM
57
Cornerstone Wealth Management
Missouri
$268K +$300K +7,500 New
CAG
58
Crestwood Advisors Group
Massachusetts
$255K -$2.4K -60 -1%
PAG
59
Private Advisor Group
New Jersey
$249K +$234K +5,844 New
BOS
60
Bingham Osborn & Scarborough
California
$242K
JFA
61
JNBA Financial Advisors
Minnesota
$241K +$68.6K +1,716 +43%
SMH
62
Sanders Morris Harris
Texas
$235K +$220K +5,512 New
BSWM
63
Boston Standard Wealth Management
Massachusetts
$233K +$218K +5,462 New
Citigroup
64
Citigroup
New York
$230K +$12.9K +324 +6%
VKH
65
Virtu KCG Holdings
New York
$226K +$212K +5,312 New
Stifel Financial
66
Stifel Financial
Missouri
$219K +$80 +2 +0%
CCM
67
Coldstream Capital Management
Washington
$213K +$200K +5,006 New
PCM
68
Parsons Capital Management
Rhode Island
$210K +$197K +4,936 New
DWM
69
Dakota Wealth Management
Florida
$209K
TAM
70
Trillium Asset Management
Massachusetts
$208K -$7M -175,196 -97%
DADC
71
D.A. Davidson & Co
Montana
$178K
TCOV
72
Trust Company of Vermont
Vermont
$175K -$112K -2,804 -41%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$155K
WEC
74
Winslow Evans & Crocker
Massachusetts
$149K -$80 -2 -0.1%
AC
75
Alexandria Capital
Virginia
$135K