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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
51
Consolidated Planning Corp
Georgia
$1.42M +$441K +6,880 +36%
WTC
52
WhitTier Trust Company
Nevada
$1.37M -$12.2K -190 -0.8%
MWM
53
Merriman Wealth Management
Washington
$1.3M -$529K -8,260 -26%
CRCM
54
Corbett Road Capital Management
Virginia
$1.22M -$282K -4,400 -16%
Creative Planning
55
Creative Planning
Kansas
$1.22M -$143K -2,236 -9%
VWA
56
VERITY Wealth Advisors
United States
$1.18M -$65K -1,014 -5%
EWM
57
Evercore Wealth Management
New York
$1.14M
UCFA
58
United Capital Financial Advisors
Texas
$1.13M +$88.7K +1,384 +7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.13M +$279K +4,356 +27%
CWM
60
Cornerstone Wealth Management
Missouri
$1.11M +$142K +2,210 +12%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.1M +$172K +2,682 +15%
MCM
62
Manchester Capital Management
Vermont
$1.08M
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.07M +$544K +8,484 +77%
HB
64
Homrich & Berg
Georgia
$1.03M +$220K +3,426 +22%
PAG
65
Private Advisor Group
New Jersey
$1.03M +$237K +3,698 +24%
William Blair & Company
66
William Blair & Company
Illinois
$1.03M +$91.3K +1,424 +8%
PCG
67
Private Capital Group
Connecticut
$1.02M -$6.03K -94 -0.5%
AWS
68
AJ Wealth Strategies
New York
$1.01M -$281K -4,378 -19%
CB
69
Commerce Bank
Missouri
$1.01M -$13.5K -210 -1%
LGWM
70
Litman Gregory Wealth Management
California
$919K +$168K +2,616 +19%
CCA
71
Cobblestone Capital Advisors
New York
$911K -$5.13K -80 -0.5%
BFA
72
Bluestem Financial Advisors
Illinois
$898K +$26.5K +414 +3%
AIP
73
Ameritas Investment Partners
Nebraska
$897K +$76.1K +1,188 +8%
FIG
74
FundX Investment Group
California
$896K
CPIG
75
Chicago Partners Investment Group
Illinois
$852K