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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Strategic Capital Alternatives
United States
$68K +$69.6K +1,600 New
BAM
77
Barrett Asset Management
New York
$57K +$3.48K +80 +6%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$55K -$68.6K -1,576 -55%
BJ
79
Brouwer & Janachowski
California
$53K +$54.4K +1,250 New
FCCM
80
First City Capital Management
Georgia
$47.2K – – –
FWM
81
Focused Wealth Management
New York
$44K – – –
GWA
82
Genesis Wealth Advisors
Massachusetts
$36.2K – – –
NSIM
83
North Star Investment Management
Illinois
$34K +$17.2K +396 +99%
LNB
84
Ledyard National Bank
$20K +$10K +230 +100%
GT
85
Glenmede Trust
Pennsylvania
$15K +$16.1K +370 New
HF
86
Hoxton Financial
West Virginia
$14K – – –
PG
87
Patten Group
Tennessee
$10.6K +$10.9K +250 New
ST
88
Smithfield Trust
Pennsylvania
$8K – – –
FAM
89
Formidable Asset Management
Ohio
$4K – – –
SIG
90
Stanford Investment Group
California
$4K – – –
Creative Planning
91
Creative Planning
Kansas
– -$590K -13,738 Closed
Jane Street
92
Jane Street
New York
– -$437K -10,176 Closed
BUB
93
BBVA USA Bancshares
Texas
– -$429K -10,000 Closed
PCM
94
Parsons Capital Management
Rhode Island
– -$181K -4,210 Closed
PSI
95
Pinnacle Summer Investments
Virginia
– -$112K -2,604 Closed
PIM
96
Parasol Investment Management
Illinois
– -$38K -874 Closed
ONB
97
Old National Bancorp
Indiana
– -$18K -410 Closed
CYG
98
Clean Yield Group
Vermont
– -$15K -340 Closed