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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$733K
MWM
52
Mission Wealth Management
California
$730K +$374K +6,900 +111%
BAAM
53
Baker Avenue Asset Management
California
$714K +$51.9K +958 +8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$665K +$17.6K +324 +3%
GT
55
Glenview Trust
Kentucky
$654K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$580K -$545K -10,058 -49%
CG
57
Colony Group
Massachusetts
$568K -$51K -940 -8%
JFA
58
JNBA Financial Advisors
Minnesota
$561K +$64.7K +1,194 +13%
Betterment LLC
59
Betterment LLC
New York
$558K +$33.7K +622 +7%
CAN
60
Cetera Advisor Networks
California
$554K -$203K -3,736 -27%
RFC
61
Regions Financial Corp
Alabama
$517K
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$503K -$290K -5,358 -37%
SGAM
63
Steinberg Global Asset Management
Florida
$499K +$137K +2,530 +39%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$491K
FPFS
65
First Personal Financial Services
North Carolina
$475K
CCFCSB
66
Cape Cod Five Cents Savings Bank
Massachusetts
$473K -$19.7K -364 -4%
CS
67
Credit Suisse
Switzerland
$462K +$451K +8,328 New
Stifel Financial
68
Stifel Financial
Missouri
$449K -$2.17K -40 -0.5%
NP
69
NorthRock Partners
Minnesota
$435K +$105K +1,940 +33%
PGA
70
Portland Global Advisors
Maine
$405K
Citigroup
71
Citigroup
New York
$398K +$19K +350 +5%
PA
72
Parallel Advisors
California
$394K +$9.65K +178 +3%
SMFS
73
Squar Milner Financial Services
California
$387K +$355K +6,540 New
CCM
74
Coldstream Capital Management
Washington
$377K +$976 +18 +0.3%
CWM
75
Cornerstone Wealth Management
Missouri
$376K -$91.1K -1,680 -20%