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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$6.25M +$507K +5,436 +10%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.24M +$385K +4,123 +9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.03M -$628K -6,729 -12%
Stifel Financial
54
Stifel Financial
Missouri
$5.01M +$332K +3,556 +8%
AI
55
Accredited Investors
Minnesota
$5M +$38K +407 +0.8%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.94M -$88.3K -946 -2%
Citadel Advisors
57
Citadel Advisors
Florida
$4.8M +$4.46M +47,789 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.66M +$1.96K +21 +0%
LRWA
59
Long Run Wealth Advisors
New York
$4.29M -$180K -1,925 -4%
CPC
60
Consolidated Planning Corp
Georgia
$4.29M +$115K +1,237 +3%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$4.17M +$1.87M +20,094 +94%
BMC
62
Bear Mountain Capital
Washington
$4.14M +$3.87M +41,448 New
NA
63
NewEdge Advisors
Louisiana
$3.93M +$141K +1,509 +4%
Creative Planning
64
Creative Planning
Kansas
$3.88M +$440K +4,714 +14%
BCM
65
Brookstone Capital Management
Illinois
$3.72M -$295K -3,158 -8%
FNWM
66
Financial Network Wealth Management
Utah
$3.57M +$574K +6,152 +21%
3AM
67
3EDGE Asset Management
Florida
$3.45M -$373K -4,003 -10%
SWP
68
Stratos Wealth Partners
Ohio
$3.29M -$1.9M -20,357 -38%
BWM
69
BigSur Wealth Management
Florida
$3.22M
LFASL
70
Lugano Financial Advisors SA (LFA)
Switzerland
$3.14M +$467K +5,005 +19%
Cerity Partners
71
Cerity Partners
New York
$3.12M +$91.1K +976 +3%
PAG
72
Private Advisor Group
New Jersey
$3.09M -$985K -10,563 -26%
RZH
73
Relyea Zuckerberg Hanson
Connecticut
$3.09M -$164K -1,761 -5%
CCA
74
Cobblestone Capital Advisors
New York
$3.07M +$519K +5,566 +22%
DWM
75
Destination Wealth Management
California
$3M -$332K -3,563 -11%