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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Greenwich Wealth Management
Connecticut
$253K
CCM
77
Coldstream Capital Management
Washington
$246K +$14.3K +314 +6%
TCOV
78
Trust Company of Vermont
Vermont
$242K +$67.1K +1,478 +39%
PCM
79
Parsons Capital Management
Rhode Island
$238K +$23K +506 +11%
MFS
80
MSI Financial Services
Massachusetts
$235K +$18.8K +414 +9%
Citigroup
81
Citigroup
New York
$230K -$5.08K -112 -2%
DWM
82
Dakota Wealth Management
Florida
$226K
CCM
83
Colorado Capital Management
Colorado
$222K +$246K +5,412 New
AWM
84
Affinity Wealth Management
Delaware
$216K +$213K +4,692 New
PA
85
Parallel Advisors
California
$215K +$212K +4,668 New
CWM
86
Cornerstone Wealth Management
Missouri
$214K +$209K +4,602 New
CA
87
Callahan Advisors
Texas
$213K +$1.54K +34 +0.7%
MWM
88
Mission Wealth Management
California
$210K -$4.54K -100 -2%
PCFFS
89
Pacific Center for Financial Services
California
$201K +$198K +4,364 New
DADC
90
D.A. Davidson & Co
Montana
$198K +$2.72K +60 +1%
SEIA
91
Signature Estate & Investment Advisors
California
$174K +$44.7K +984 +35%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$167K
FFW
93
Fusion Family Wealth
New York
$144K +$141K +3,100 New
AG
94
Advisor Group
Arizona
$131K +$18.2K +402 +16%
AC
95
Alexandria Capital
Virginia
$130K -$16.6K -366 -12%
NCM
96
New Capital Management
Texas
$128K +$126K +2,780 New
MA
97
MUFG Americas
New York
$127K
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$121K +$998 +22 +0.8%
AWM
99
AllSquare Wealth Management
New York
$111K
CWM
100
Cranbrook Wealth Management
Michigan
$98K