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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$6.32M +$35.3K +288 +0.6%
Creative Planning
52
Creative Planning
Kansas
$6.29M +$1.36M +11,070 +27%
SWA
53
SOA Wealth Advisors
New York
$6.27M -$1.07M -8,694 -14%
NA
54
NewEdge Advisors
Louisiana
$6.24M +$558K +4,549 +10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$6.16M -$236K -1,922 -4%
3AM
56
3EDGE Asset Management
Florida
$6.14M +$931K +7,586 +18%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$6.03M -$19.8K -161 -0.3%
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$5.82M +$309K +2,520 +6%
RSWM
59
Robertson Stephens Wealth Management
California
$5.69M -$2M -16,301 -26%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.66M -$1.31M -10,713 -19%
SAG
61
SageView Advisory Group
California
$5.55M -$52.3K -426 -0.9%
PC
62
Permanens Capital
New York
$5.52M -$1.25M -10,178 -18%
HWA
63
Hilltop Wealth Advisors
North Carolina
$5.34M -$87.1K -710 -2%
GC
64
Garde Capital
Washington
$4.56M -$1.95M -15,924 -30%
BMC
65
Bear Mountain Capital
Washington
$4.51M -$151K -1,231 -3%
CCA
66
Cobblestone Capital Advisors
New York
$4.49M +$186K +1,520 +4%
PAG
67
Private Advisor Group
New Jersey
$4.47M +$82.3K +671 +2%
BCM
68
Brookstone Capital Management
Illinois
$4.3M +$57K +465 +1%
GT
69
Glenview Trust
Kentucky
$4.26M +$613K +5,000 +17%
FNWM
70
Financial Network Wealth Management
Utah
$4.03M -$82.4K -672 -2%
LRWA
71
Long Run Wealth Advisors
New York
$3.91M -$216K -1,761 -5%
BWM
72
BigSur Wealth Management
Florida
$3.89M
Stifel Financial
73
Stifel Financial
Missouri
$3.87M -$174K -1,417 -4%
KAS
74
Kestra Advisory Services
Texas
$3.86M -$834K -6,802 -18%
CWA
75
Crux Wealth Advisors
California
$3.8M +$3.84M +31,286 New