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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$5.86M +$574K +4,139 +10%
GT
52
Glenview Trust
Kentucky
$5.61M
AL
53
Aspiriant LLC
California
$5.55M
BMC
54
Bear Mountain Capital
Washington
$5.53M +$132K +949 +3%
HWA
55
Hilltop Wealth Advisors
North Carolina
$5.51M -$37.7K -272 -0.6%
DADC
56
D.A. Davidson & Co
Montana
$5.28M -$382K -2,755 -6%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$5.16M -$27.6K -199 -0.5%
REMPR
58
Roof Eidam Maycock Peralta (REMP)
California
$5.04M -$141K -1,017 -3%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$4.89M +$645K +4,653 +14%
BCM
60
Brookstone Capital Management
Illinois
$4.83M +$200K +1,446 +4%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.81M -$1.03M -7,437 -17%
Cerity Partners
62
Cerity Partners
New York
$4.63M +$60.5K +436 +1%
FNWM
63
Financial Network Wealth Management
Utah
$4.58M +$1.39K +10 +0%
GC
64
Garde Capital
Washington
$4.58M +$335K +2,413 +7%
MOS
65
MGO One Seven
Ohio
$4.54M -$151K -1,090 -3%
BWM
66
BigSur Wealth Management
Florida
$4.23M
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$4.19M +$3.6K +26 +0.1%
TF
68
Tompkins Financial
New York
$4.18M -$185K -1,336 -4%
BPA
69
Beacon Pointe Advisors
California
$4.01M +$2.72M +19,631 +183%
Stifel Financial
70
Stifel Financial
Missouri
$3.94M +$98.2K +708 +2%
MWM
71
Modern Wealth Management
Kansas
$3.9M -$209K -1,508 -5%
LNWTC
72
Laird Norton Wetherby Trust Company
Washington
$3.87M -$159K -1,150 -4%
SAG
73
SageView Advisory Group
California
$3.87M -$84.4K -609 -2%
GC
74
Grimes & Company
Massachusetts
$3.86M -$407K -2,932 -9%
PFA
75
Pure Financial Advisors
California
$3.73M -$215K -1,554 -5%