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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$6.18M +$101K +731 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.11M +$9.11K +66 +0.2%
DADC
53
D.A. Davidson & Co
Montana
$5.95M -$46.4K -336 -0.8%
GT
54
Glenview Trust
Kentucky
$5.92M
AL
55
Aspiriant LLC
California
$5.85M +$4.85M +35,139 +512%
HWA
56
Hilltop Wealth Advisors
North Carolina
$5.85M -$129K -937 -2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$5.61M +$4.05M +29,349 +269%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$5.47M +$698K +5,057 +15%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$5.46M -$410K -2,969 -7%
Brown Advisory
60
Brown Advisory
Maryland
$5.34M +$4.49M +32,536 +566%
BMC
61
Bear Mountain Capital
Washington
$5.32M +$15.5K +112 +0.3%
GIP
62
Granite Investment Partners
California
$5.11M +$5.07M +36,688 New
MOS
63
MGO One Seven
Ohio
$4.94M +$3.6M +26,056 +277%
BCM
64
Brookstone Capital Management
Illinois
$4.89M +$280K +2,027 +6%
FNWM
65
Financial Network Wealth Management
Utah
$4.83M -$16K -116 -0.3%
Cerity Partners
66
Cerity Partners
New York
$4.83M +$699K +5,063 +17%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$4.64M +$464K +3,362 +11%
AWM
68
Aprio Wealth Management
Georgia
$4.63M +$2.14M +15,516 +88%
TF
69
Tompkins Financial
New York
$4.59M -$154K -1,116 -3%
GC
70
Garde Capital
Washington
$4.49M +$82K +594 +2%
GC
71
Grimes & Company
Massachusetts
$4.48M +$148K +1,074 +3%
BWM
72
BigSur Wealth Management
Florida
$4.46M
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$4.42M +$584K +4,226 +15%
MWM
74
Modern Wealth Management
Kansas
$4.29M +$112K +809 +3%
LNWTC
75
Laird Norton Wetherby Trust Company
Washington
$4.25M +$472K +3,419 +13%