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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
$4.45M +$100K +1,086 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.26M -$10.1M -108,953 -71%
Goldman Sachs
53
Goldman Sachs
New York
$4.24M
BONH
54
Bank of New Hampshire
New Hampshire
$3.62M +$3.5M +37,879 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.55M +$3.19M +34,449 +1,289%
AI
56
Accredited Investors
Minnesota
$3.28M +$321K +3,470 +11%
CPC
57
Consolidated Planning Corp
Georgia
$3.25M +$122K +1,324 +4%
BWM
58
BigSur Wealth Management
Florida
$3.06M
HPWM
59
Highland Private Wealth Management
Washington
$2.99M -$199K -2,150 -6%
CCM
60
Colorado Capital Management
Colorado
$2.99M -$191K -2,066 -7%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.99M +$276K +2,984 +11%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$2.95M +$621K +6,710 +28%
CAN
63
Cetera Advisor Networks
California
$2.86M +$1.64M +17,731 +146%
3AM
64
3EDGE Asset Management
Florida
$2.82M -$262K -2,835 -9%
Citadel Advisors
65
Citadel Advisors
Florida
$2.79M +$1.47M +15,933 +120%
GC
66
Grimes & Company
Massachusetts
$2.71M +$178K +1,926 +7%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M +$268K +2,899 +12%
DWM
68
Destination Wealth Management
California
$2.61M +$89.3K +966 +4%
IFAM
69
Institutional & Family Asset Management
Colorado
$2.59M +$981K +10,602 +64%
LNWTC
70
Laird Norton Wetherby Trust Company
Washington
$2.58M +$2.5M +27,064 New
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$2.58M
B
72
Bailard
California
$2.57M -$13.7K -148 -0.5%
FIG
73
FundX Investment Group
California
$2.56M
MIAN
74
Mariner Independent Advisor Network
Kansas
$2.48M +$158K +1,705 +7%
Citigroup
75
Citigroup
New York
$2.47M +$266K +2,873 +13%