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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$4.93M
HPC
52
HM Payson & Co
Maine
$4.9M +$446K +4,518 +10%
KeyBank National Association
53
KeyBank National Association
Ohio
$4.81M +$11.9K +120 +0.2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.68M +$3.3M +33,365 +217%
WWM
55
WJ Wealth Management
Arizona
$4.68M +$4.29M +43,464 +820%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.88M +$176K +1,782 +5%
HT
57
HAP Trading
New York
$3.83M +$3.95M +39,956 New
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$3.73M +$785K +7,940 +26%
BONH
59
Bank of New Hampshire
New Hampshire
$3.62M
CPC
60
Consolidated Planning Corp
Georgia
$3.45M +$185K +1,868 +5%
AI
61
Accredited Investors
Minnesota
$3.44M +$151K +1,527 +4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.35M +$2.91M +29,482 +547%
CAN
63
Cetera Advisor Networks
California
$3.34M +$490K +4,962 +17%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.16M +$545K +5,512 +20%
GC
65
Grimes & Company
Massachusetts
$3.11M +$406K +4,107 +15%
BWM
66
BigSur Wealth Management
Florida
$3.07M
HPWM
67
Highland Private Wealth Management
Washington
$3M
MML Investors Services
68
MML Investors Services
Massachusetts
$3M -$3.06K -31 -0.1%
CCM
69
Colorado Capital Management
Colorado
$2.78M -$141K -1,431 -6%
MIAN
70
Mariner Independent Advisor Network
Kansas
$2.65M +$165K +1,667 +6%
LNWTC
71
Laird Norton Wetherby Trust Company
Washington
$2.6M
LFASL
72
Lugano Financial Advisors SA (LFA)
Switzerland
$2.59M
Creative Planning
73
Creative Planning
Kansas
$2.56M +$1.81M +18,350 +219%
B
74
Bailard
California
$2.55M -$34.6K -350 -1%
DWM
75
Destination Wealth Management
California
$2.52M -$107K -1,078 -4%