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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
51
Portland Global Advisors
Maine
$335K
MFS
52
MSI Financial Services
Massachusetts
$335K +$86 +2 +0%
RJA
53
Raymond James & Associates
Florida
$319K +$317K +7,380 New
CCFCSB
54
Cape Cod Five Cents Savings Bank
Massachusetts
$318K -$74.2K -1,728 -19%
SGAM
55
Steinberg Global Asset Management
Florida
$310K
PAG
56
Private Advisor Group
New Jersey
$288K +$35.1K +818 +14%
GAM
57
Gould Asset Management
California
$280K
SCG
58
Sonata Capital Group
Washington
$279K -$6.01K -140 -2%
JFA
59
JNBA Financial Advisors
Minnesota
$267K +$21.9K +510 +9%
CAG
60
Crestwood Advisors Group
Massachusetts
$259K
BOS
61
Bingham Osborn & Scarborough
California
$238K -$7.73K -180 -3%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$228K -$8.42K -196 -4%
VWM
63
Vector Wealth Management
Minnesota
$225K +$223K +5,200 New
Stifel Financial
64
Stifel Financial
Missouri
$223K +$86 +2 +0%
PCM
65
Parsons Capital Management
Rhode Island
$220K +$6.27K +146 +3%
Citigroup
66
Citigroup
New York
$219K -$14.3K -334 -6%
CCM
67
Coldstream Capital Management
Washington
$217K +$773 +18 +0.4%
DWM
68
Dakota Wealth Management
Florida
$213K
CA
69
Callahan Advisors
Texas
$207K +$206K +4,786 New
MWM
70
Mission Wealth Management
California
$201K +$200K +4,660 New
DADC
71
D.A. Davidson & Co
Montana
$181K
TCOV
72
Trust Company of Vermont
Vermont
$164K -$13.8K -322 -8%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$157K
WEC
74
Winslow Evans & Crocker
Massachusetts
$152K +$86 +2 +0.1%
AC
75
Alexandria Capital
Virginia
$138K