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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRCM
51
Corbett Road Capital Management
Virginia
$1.8M +$293K +4,680 +21%
Brown Advisory
52
Brown Advisory
Maryland
$1.79M -$553K -8,830 -25%
BCM
53
Brookstone Capital Management
Illinois
$1.63M +$1.53M +24,436 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.61M +$221K +3,538 +17%
Creative Planning
55
Creative Planning
Kansas
$1.6M +$107K +1,702 +8%
GC
56
Grimes & Company
Massachusetts
$1.51M +$622K +9,944 +79%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.48M +$163K +2,600 +13%
WTC
58
WhitTier Trust Company
Nevada
$1.44M -$214K -3,426 -14%
VWA
59
VERITY Wealth Advisors
United States
$1.44M
EWM
60
Evercore Wealth Management
New York
$1.39M
UCFA
61
United Capital Financial Advisors
Texas
$1.38M +$125 +2 +0%
Citadel Advisors
62
Citadel Advisors
Florida
$1.34M -$1.78M -28,500 -59%
CWM
63
Cornerstone Wealth Management
Missouri
$1.33M -$16K -256 -1%
MCM
64
Manchester Capital Management
Vermont
$1.32M
HB
65
Homrich & Berg
Georgia
$1.29M +$27.5K +440 +2%
William Blair & Company
66
William Blair & Company
Illinois
$1.25M -$1.75K -28 -0.1%
PCG
67
Private Capital Group
Connecticut
$1.25M
CB
68
Commerce Bank
Missouri
$1.23M
AWS
69
AJ Wealth Strategies
New York
$1.23M
PAG
70
Private Advisor Group
New Jersey
$1.19M -$64.1K -1,024 -5%
PPA
71
Parametric Portfolio Associates
Washington
$1.16M +$1.08M +17,296 New
AIP
72
Ameritas Investment Partners
Nebraska
$1.12M +$27.5K +440 +3%
LGWM
73
Litman Gregory Wealth Management
California
$1.11M -$5.63K -90 -0.5%
FIG
74
FundX Investment Group
California
$1.09M
CCA
75
Cobblestone Capital Advisors
New York
$1.07M -$34K -544 -3%