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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.11M -$272K -2,892 -5%
SAG
52
SageView Advisory Group
California
$4.97M -$238K -2,531 -4%
SWP
53
Stratos Wealth Partners
Ohio
$4.77M -$2.74M -29,067 -35%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M +$33.4K +355 +0.7%
AI
55
Accredited Investors
Minnesota
$4.44M -$48.4K -514 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$4.4M +$132K +1,402 +3%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.32M +$311K +3,300 +7%
Stifel Financial
58
Stifel Financial
Missouri
$4.16M +$515K +5,469 +13%
LRWA
59
Long Run Wealth Advisors
New York
$4.01M -$265K -2,820 -6%
CPC
60
Consolidated Planning Corp
Georgia
$3.72M +$35.3K +375 +0.9%
PAG
61
Private Advisor Group
New Jersey
$3.72M -$120K -1,275 -3%
BCM
62
Brookstone Capital Management
Illinois
$3.57M -$56K -595 -1%
3AM
63
3EDGE Asset Management
Florida
$3.42M -$470K -4,992 -12%
NA
64
NewEdge Advisors
Louisiana
$3.34M +$450K +4,784 +15%
Creative Planning
65
Creative Planning
Kansas
$3.05M -$10.7K -114 -0.3%
DWM
66
Destination Wealth Management
California
$3M +$211K +2,238 +7%
RZH
67
Relyea Zuckerberg Hanson
Connecticut
$2.92M -$238K -2,527 -7%
BWM
68
BigSur Wealth Management
Florida
$2.89M
Cerity Partners
69
Cerity Partners
New York
$2.71M +$1.54M +16,319 +119%
FNWM
70
Financial Network Wealth Management
Utah
$2.63M +$183K +1,947 +7%
CAN
71
Cetera Advisor Networks
California
$2.54M +$496K +5,274 +23%
SFP
72
Shepherd Financial Partners
Massachusetts
$2.47M -$64.5K -685 -2%
WTC
73
WhitTier Trust Company
Nevada
$2.44M +$25.2K +268 +1%
MMA
74
Miracle Mile Advisors
California
$2.41M -$15K -159 -0.6%
LFASL
75
Lugano Financial Advisors SA (LFA)
Switzerland
$2.36M +$527K +5,602 +27%