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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$120K -$4.12K -96 -3%
MA
77
MUFG Americas
New York
$119K
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$113K +$429 +10 +0.4%
AWM
79
AllSquare Wealth Management
New York
$105K
AG
80
Advisor Group
Arizona
$97K +$97.6K +2,272 New
DSC
81
Duncker Streett & Co
Missouri
$93K
CWM
82
Cranbrook Wealth Management
Michigan
$92K
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$92K
CCM
84
Cribstone Capital Management
Maine
$84K +$83.8K +1,952 New
BAM
85
Barrett Asset Management
New York
$67K +$2.15K +50 +3%
OC
86
Oakworth Capital
Alabama
$63K +$62.1K +1,446 New
JP Morgan Chase
87
JP Morgan Chase
New York
$60K
FWM
88
Focused Wealth Management
New York
$45K +$86 +2 +0.2%
BC
89
Bartlett & Co
Ohio
$43K +$42.5K +990 New
GWM
90
Geneos Wealth Management
Colorado
$34K
IA
91
IFP Advisors
Florida
$31K +$22.8K +532 +306%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$29K
LNB
93
Ledyard National Bank
$20K
NSIM
94
North Star Investment Management
Illinois
$16K
SBL
95
Sargent Bickham Lagudis
Colorado
$16K
TC
96
Trust Company
Kansas
$16K
CDIA
97
Capital Directions Investment Advisors
Georgia
$16K +$16.1K +374 New
PG
98
Patten Group
Tennessee
$10.8K
ATC
99
Adirondack Trust Company
New York
$9K -$8.16K -190 -49%
CYG
100
Clean Yield Group
Vermont
$9K