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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
76
Robertson Stephens Wealth Management
California
$4.31M -$31.3K -212 -0.8%
NP
77
NorthRock Partners
Minnesota
$4.15M -$49.8K -337 -1%
SAG
78
SageView Advisory Group
California
$3.89M -$600K -4,064 -14%
CPC
79
Consolidated Planning Corp
Georgia
$3.82M +$46.4K +314 +1%
OIA
80
OneDigital Investment Advisors
Kansas
$3.78M +$33.7K +228 +0.9%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$3.76M +$549K +3,719 +18%
RZH
82
Relyea Zuckerberg Hanson
Connecticut
$3.66M -$20.1K -136 -0.6%
VWA
83
VERITY Wealth Advisors
United States
$3.59M -$43K -291 -1%
B
84
Bailard
California
$3.55M -$140K -946 -4%
3AM
85
3EDGE Asset Management
Florida
$3.49M +$1.28M +8,693 +62%
P
86
&Partners
Tennessee
$3.46M +$160K +1,085 +5%
SB
87
Simmons Bank
Arkansas
$3.44M
LNB
88
Ledyard National Bank
$3.41M -$232K -1,568 -7%
SPIA
89
Steward Partners Investment Advisory
New York
$3.36M -$76.6K -519 -2%
William Blair & Company
90
William Blair & Company
Illinois
$3.29M +$560K +3,791 +22%
PAG
91
Private Advisor Group
New Jersey
$3.22M +$251K +1,700 +9%
Citadel Advisors
92
Citadel Advisors
Florida
$3.22M +$3.08M +20,851 New
CA
93
CGN Advisors
Kansas
$3.21M -$49.5K -335 -2%
WTC
94
WhitTier Trust Company
Nevada
$3.14M +$116K +788 +4%
SFP
95
Shepherd Financial Partners
Massachusetts
$3.14M +$1.77K +12 +0.1%
AF
96
Allworth Financial
California
$3.11M +$59.5K +403 +2%
FWM
97
Fingerlakes Wealth Management
New York
$3.11M +$198K +1,343 +7%
HWM
98
HB Wealth Management
Georgia
$3.1M -$21.4K -145 -0.7%
CAM
99
Cresset Asset Management
Illinois
$3.07M +$591 +4 +0%
CAG
100
Crestwood Advisors Group
Massachusetts
$3.06M -$11.8K -80 -0.4%