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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
51
Highland Private Wealth Management
Washington
$2.77M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.76M +$623K +7,973 +31%
BWM
53
BigSur Wealth Management
Florida
$2.63M
CPC
54
Consolidated Planning Corp
Georgia
$2.49M -$36.2K -463 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.43M -$206K -2,631 -8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.37M +$203K +2,593 +10%
AI
57
Accredited Investors
Minnesota
$2.35M -$17K -217 -0.8%
Creative Planning
58
Creative Planning
Kansas
$2.28M +$290K +3,710 +16%
SFP
59
Shepherd Financial Partners
Massachusetts
$2.2M +$69K +883 +3%
B
60
Bailard
California
$2.13M -$126K -1,617 -6%
DWM
61
Destination Wealth Management
California
$2.13M -$128K -1,639 -6%
GC
62
Garde Capital
Washington
$2.12M +$128K +1,635 +7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2.11M -$1.72M -22,062 -50%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.04M -$2.19M -28,016 -53%
Brown Advisory
65
Brown Advisory
Maryland
$1.93M
GC
66
Grimes & Company
Massachusetts
$1.92M +$319K +4,078 +21%
William Blair & Company
67
William Blair & Company
Illinois
$1.86M +$97.7K +1,250 +6%
WTC
68
WhitTier Trust Company
Nevada
$1.85M +$79K +1,010 +5%
VWA
69
VERITY Wealth Advisors
United States
$1.78M +$7.04K +90 +0.4%
3AM
70
3EDGE Asset Management
Florida
$1.72M +$989K +12,655 +153%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$1.71M -$631K -8,072 -28%
EWM
72
Evercore Wealth Management
New York
$1.71M
HB
73
Homrich & Berg
Georgia
$1.7M -$34.5K -441 -2%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$1.69M +$1.61M +20,546 New
UCFA
75
United Capital Financial Advisors
Texas
$1.68M +$11.8K +151 +0.7%