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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$877K -$1.71K -30 -0.2%
US Bancorp
52
US Bancorp
Minnesota
$812K -$61.4K -1,080 -7%
SGAM
53
Steinberg Global Asset Management
Florida
$752K +$260K +4,570 +51%
UCFA
54
United Capital Financial Advisors
Texas
$749K -$174K -3,066 -18%
PBO
55
Peoples Bank (Ohio)
Ohio
$743K -$30.3K -532 -4%
APP
56
Avantax Planning Partners
Iowa
$732K
JFA
57
JNBA Financial Advisors
Minnesota
$717K +$161K +2,826 +28%
BAAM
58
Baker Avenue Asset Management
California
$670K -$43.2K -760 -6%
GT
59
Glenview Trust
Kentucky
$652K
Truist Financial
60
Truist Financial
North Carolina
$650K -$657K -11,552 -50%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$646K -$18.4K -324 -3%
CG
62
Colony Group
Massachusetts
$558K -$9.1K -160 -2%
CAN
63
Cetera Advisor Networks
California
$554K +$114 +2 +0%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$524K +$34.9K +614 +7%
RFC
65
Regions Financial Corp
Alabama
$516K
CWM
66
Cornerstone Wealth Management
Missouri
$474K +$129K +2,274 +35%
CS
67
Credit Suisse
Switzerland
$462K
CCFCSB
68
Cape Cod Five Cents Savings Bank
Massachusetts
$460K -$12.5K -220 -3%
PAG
69
Private Advisor Group
New Jersey
$457K +$211K +3,712 +82%
NP
70
NorthRock Partners
Minnesota
$436K +$1.14K +20 +0.3%
Citigroup
71
Citigroup
New York
$434K +$36.6K +644 +9%
LGWM
72
Litman Gregory Wealth Management
California
$427K +$104K +1,822 +31%
MML Investors Services
73
MML Investors Services
Massachusetts
$427K +$163K +2,860 +59%
SCM
74
Stonehearth Capital Management
Massachusetts
$402K +$32.7K +574 +9%
SHCM
75
Stokes & Hubbell Capital Management
Louisiana
$399K +$410K +7,200 New