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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evercore Wealth Management
New York
$1.39M
MCM
52
Manchester Capital Management
Vermont
$1.32M -$17.4K -272 -1%
UCFA
53
United Capital Financial Advisors
Texas
$1.29M +$285K +4,462 +30%
CPC
54
Consolidated Planning Corp
Georgia
$1.27M +$1.21M +18,952 New
PCG
55
Private Capital Group
Connecticut
$1.26M -$81.8K -1,280 -6%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$191K +2,984 +19%
CB
57
Commerce Bank
Missouri
$1.25M
CWM
58
Cornerstone Wealth Management
Missouri
$1.21M +$415K +6,488 +56%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.17M
William Blair & Company
60
William Blair & Company
Illinois
$1.16M +$10.9K +170 +1%
GAM
61
Gould Asset Management
California
$1.12M -$197K -3,080 -16%
CCA
62
Cobblestone Capital Advisors
New York
$1.12M +$30.7K +480 +3%
FIG
63
FundX Investment Group
California
$1.09M
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.08M +$84.8K +1,326 +9%
BFA
65
Bluestem Financial Advisors
Illinois
$1.07M +$1.02M +15,944 New
HB
66
Homrich & Berg
Georgia
$1.03M
AIP
67
Ameritas Investment Partners
Nebraska
$1.01M +$144K +2,258 +18%
PAG
68
Private Advisor Group
New Jersey
$1.01M -$232K -3,628 -19%
PFO
69
Pathstone Family Office
New Jersey
$969K +$76.1K +1,190 +9%
CPIG
70
Chicago Partners Investment Group
Illinois
$967K +$896K +14,008 New
LGWM
71
Litman Gregory Wealth Management
California
$946K +$336K +5,250 +59%
CG
72
Colony Group
Massachusetts
$905K +$11.4K +178 +1%
SFSG
73
Stearns Financial Services Group
North Carolina
$903K +$128 +2 +0%
APP
74
Avantax Planning Partners
Iowa
$885K
US Bancorp
75
US Bancorp
Minnesota
$881K -$10.2K -160 -1%