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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Manchester Capital Management
Vermont
$746K +$4.76K +92 +0.6%
GAM
52
Gould Asset Management
California
$743K +$31.6K +610 +4%
CAN
53
Cetera Advisor Networks
California
$716K -$518K -10,008 -42%
APP
54
Avantax Planning Partners
Iowa
$690K
BAAM
55
Baker Avenue Asset Management
California
$621K
GT
56
Glenview Trust
Kentucky
$615K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$609K +$23.3K +450 +4%
CG
58
Colony Group
Massachusetts
$583K +$94.2K +1,820 +19%
Betterment LLC
59
Betterment LLC
New York
$493K +$488K +9,426 New
RFC
60
Regions Financial Corp
Alabama
$487K
BC
61
Bartlett & Co
Ohio
$472K +$26.9K +520 +6%
JFA
62
JNBA Financial Advisors
Minnesota
$466K +$102K +1,964 +28%
CCFCSB
63
Cape Cod Five Cents Savings Bank
Massachusetts
$464K +$7.77K +150 +2%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$462K -$480K -9,262 -51%
PAG
65
Private Advisor Group
New Jersey
$456K +$107K +2,074 +32%
FPFS
66
First Personal Financial Services
North Carolina
$447K -$3.31K -64 -0.7%
CWM
67
Cornerstone Wealth Management
Missouri
$436K +$48.7K +940 +13%
Stifel Financial
68
Stifel Financial
Missouri
$428K +$8.8K +170 +2%
SG Americas Securities
69
SG Americas Securities
New York
$398K -$1.35M -26,032 -77%
PGA
70
Portland Global Advisors
Maine
$381K
PA
71
Parallel Advisors
California
$372K
Citigroup
72
Citigroup
New York
$357K +$71.3K +1,376 +25%
CCM
73
Coldstream Capital Management
Washington
$354K -$25.4K -490 -7%
FDCC
74
Foster Dykema Cabot & Co
Massachusetts
$348K
SGAM
75
Steinberg Global Asset Management
Florida
$338K