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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PC
51
Permanens Capital
New York
$6.24M -$1.12M -10,378 -16%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$6.15M -$7.26K -67 -0.1%
GC
53
Garde Capital
Washington
$6.03M -$70.4K -650 -1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.9M -$153K -1,412 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$5.75M +$272K +2,506 +5%
Creative Planning
56
Creative Planning
Kansas
$5.64M +$1.3M +12,040 +32%
LFASL
57
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M +$1.95M +17,991 +58%
SAG
58
SageView Advisory Group
California
$5.42M +$5.23M +48,238 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.4M +$3.02M +27,884 +138%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$5.4M +$84.2K +777 +2%
NA
61
NewEdge Advisors
Louisiana
$5.04M +$587K +5,414 +14%
BMC
62
Bear Mountain Capital
Washington
$4.35M +$140K +1,291 +4%
KAS
63
Kestra Advisory Services
Texas
$4.27M +$700K +6,455 +20%
3AM
64
3EDGE Asset Management
Florida
$4.21M -$803K -7,407 -16%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$4.15M +$1.71M +15,772 +74%
PAG
66
Private Advisor Group
New Jersey
$4.04M -$39K -360 -1%
BCM
67
Brookstone Capital Management
Illinois
$4M -$58.4K -539 -2%
Stifel Financial
68
Stifel Financial
Missouri
$3.92M -$1.04M -9,558 -21%
ASN
69
Advisory Services Network
Georgia
$3.89M +$493K +4,549 +15%
LRWA
70
Long Run Wealth Advisors
New York
$3.87M -$749K -6,911 -17%
FNWM
71
Financial Network Wealth Management
Utah
$3.8M -$146K -1,343 -4%
BWM
72
BigSur Wealth Management
Florida
$3.6M
CCA
73
Cobblestone Capital Advisors
New York
$3.56M +$13.4K +124 +0.4%
DWM
74
Destination Wealth Management
California
$3.44M -$55.1K -508 -2%
GT
75
Glenview Trust
Kentucky
$3.37M +$271K +2,500 +9%