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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$5.94M +$155K +1,186 +3%
DWM
52
Destination Wealth Management
California
$5.92M +$1.61M +12,362 +40%
DADC
53
D.A. Davidson & Co
Montana
$5.84M -$365K -2,791 -6%
HWA
54
Hilltop Wealth Advisors
North Carolina
$5.82M -$45.2K -346 -0.8%
GT
55
Glenview Trust
Kentucky
$5.77M
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$5.72M -$775K -5,932 -12%
Creative Planning
57
Creative Planning
Kansas
$5.41M -$1.09M -8,349 -17%
BMC
58
Bear Mountain Capital
Washington
$5.13M -$66.1K -506 -1%
FNWM
59
Financial Network Wealth Management
Utah
$4.84M +$4.54M +34,795 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$4.64M +$2.33M +17,814 +109%
TF
61
Tompkins Financial
New York
$4.62M -$793K -6,075 -15%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.57M -$2.82M -21,569 -39%
RSWM
63
Robertson Stephens Wealth Management
California
$4.56M +$136K +1,041 +3%
BCM
64
Brookstone Capital Management
Illinois
$4.49M +$303K +2,321 +8%
BWM
65
BigSur Wealth Management
Florida
$4.34M
GC
66
Garde Capital
Washington
$4.29M -$456K -3,492 -10%
GC
67
Grimes & Company
Massachusetts
$4.22M +$11K +84 +0.3%
CCA
68
Cobblestone Capital Advisors
New York
$4.19M -$6.92K -53 -0.2%
SAG
69
SageView Advisory Group
California
$4.12M +$16.7K +128 +0.4%
PFA
70
Pure Financial Advisors
California
$4.07M -$3.92K -30 -0.1%
MWM
71
Modern Wealth Management
Kansas
$4.07M -$522 -4 -0%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.03M +$252K +1,933 +7%
Cerity Partners
73
Cerity Partners
New York
$4.01M +$29.6K +227 +0.8%
Stifel Financial
74
Stifel Financial
Missouri
$3.95M +$4.31K +33 +0.1%
LRWA
75
Long Run Wealth Advisors
New York
$3.93M -$197K -1,505 -5%