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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$401K -$397K -8,816 -50%
FAAS
52
First Allied Advisory Services
California
$370K -$36.1K -800 -9%
FDCC
53
Foster Dykema Cabot & Co
Massachusetts
$361K
PGA
54
Portland Global Advisors
Maine
$352K
PAG
55
Private Advisor Group
New Jersey
$331K +$31.8K +706 +11%
SGAM
56
Steinberg Global Asset Management
Florida
$326K
VWM
57
Vector Wealth Management
Minnesota
$309K +$72.1K +1,600 +31%
GAM
58
Gould Asset Management
California
$294K
SCG
59
Sonata Capital Group
Washington
$294K
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$289K -$44.8K -994 -14%
JP Morgan Chase
61
JP Morgan Chase
New York
$277K +$213K +4,720 +343%
CAG
62
Crestwood Advisors Group
Massachusetts
$272K
Stifel Financial
63
Stifel Financial
Missouri
$267K +$32.1K +712 +14%
NP
64
NorthRock Partners
Minnesota
$266K +$264K +5,860 New
Goldman Sachs
65
Goldman Sachs
New York
$253K +$251K +5,564 New
BOS
66
Bingham Osborn & Scarborough
California
$250K
GWM
67
Greenwich Wealth Management
Connecticut
$250K +$247K +5,490 New
BSWM
68
Boston Standard Wealth Management
Massachusetts
$240K
Citigroup
69
Citigroup
New York
$233K +$2.61K +58 +1%
CCM
70
Coldstream Capital Management
Washington
$229K +$631 +14 +0.3%
DWM
71
Dakota Wealth Management
Florida
$224K
MFS
72
MSI Financial Services
Massachusetts
$213K -$138K -3,056 -39%
PCM
73
Parsons Capital Management
Rhode Island
$212K -$18.7K -414 -8%
MWM
74
Mission Wealth Management
California
$212K
CA
75
Callahan Advisors
Texas
$209K -$9.01K -200 -4%