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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$5.63M -$327K -2,698 -5%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.62M -$206K -1,701 -3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.6M -$99.4K -820 -2%
PC
54
Permanens Capital
New York
$5.59M +$397K +3,272 +7%
TF
55
Tompkins Financial
New York
$5.58M -$6.14M -50,625 -51%
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$5.5M
3AM
57
3EDGE Asset Management
Florida
$5.41M -$412K -3,401 -7%
HWA
58
Hilltop Wealth Advisors
North Carolina
$4.91M -$136K -1,125 -3%
GT
59
Glenview Trust
Kentucky
$4.88M +$909K +7,500 +21%
MML Investors Services
60
MML Investors Services
Massachusetts
$4.33M -$1.07M -8,827 -19%
GC
61
Garde Capital
Washington
$4.32M +$14.5K +120 +0.3%
PAG
62
Private Advisor Group
New Jersey
$4.17M -$59.8K -493 -1%
BMC
63
Bear Mountain Capital
Washington
$4.16M +$86.6K +714 +2%
RSWM
64
Robertson Stephens Wealth Management
California
$3.95M -$1.5M -12,360 -26%
BCM
65
Brookstone Capital Management
Illinois
$3.8M -$276K -2,280 -6%
CCA
66
Cobblestone Capital Advisors
New York
$3.8M -$469K -3,868 -10%
FNWM
67
Financial Network Wealth Management
Utah
$3.79M -$16.5K -136 -0.4%
LRWA
68
Long Run Wealth Advisors
New York
$3.69M +$970 +8 +0%
BWM
69
BigSur Wealth Management
Florida
$3.68M
OIA
70
OneDigital Investment Advisors
Kansas
$3.61M +$386K +3,182 +11%
Stifel Financial
71
Stifel Financial
Missouri
$3.55M -$110K -906 -3%
SAG
72
SageView Advisory Group
California
$3.54M -$1.79M -14,793 -32%
CWA
73
Crux Wealth Advisors
California
$3.52M -$77.5K -639 -2%
DWM
74
Destination Wealth Management
California
$3.49M +$70.2K +579 +2%
GC
75
Grimes & Company
Massachusetts
$3.46M +$23.5K +194 +0.6%