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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
76
Bingham Osborn & Scarborough
California
$270K – – –
GWM
77
Greenwich Wealth Management
Connecticut
$270K – – –
PAG
78
Private Advisor Group
New Jersey
$266K -$34.3K -714 -12%
TCOV
79
Trust Company of Vermont
Vermont
$265K +$5.86K +122 +2%
BC
80
Bartlett & Co
Ohio
$253K +$148K +3,090 +150%
Citigroup
81
Citigroup
New York
$244K -$2.5K -52 -1%
DWM
82
Dakota Wealth Management
Florida
$242K – – –
CCM
83
Colorado Capital Management
Colorado
$235K – – –
CAG
84
Crestwood Advisors Group
Massachusetts
$231K -$63.9K -1,330 -22%
AWM
85
Affinity Wealth Management
Delaware
$230K – – –
RC
86
RegentAtlantic Capital
New Jersey
$228K +$223K +4,636 New
MWM
87
Mission Wealth Management
California
$224K – – –
CG
88
Colony Group
Massachusetts
$219K +$214K +4,460 New
DADC
89
D.A. Davidson & Co
Montana
$216K +$5.38K +112 +3%
CA
90
Callahan Advisors
Texas
$214K -$13K -270 -6%
MFS
91
McNamara Financial Services
Massachusetts
$213K +$208K +4,326 New
SEIA
92
Signature Estate & Investment Advisors
California
$209K +$23.3K +486 +13%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$201K -$290K -6,050 -60%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$179K – – –
GWM
95
Geneos Wealth Management
Colorado
$176K +$134K +2,800 +349%
FFW
96
Fusion Family Wealth
New York
$152K – – –
PCFFS
97
Pacific Center for Financial Services
California
$141K -$71.2K -1,484 -34%
AC
98
Alexandria Capital
Virginia
$138K – – –
NCM
99
New Capital Management
Texas
$137K – – –
MA
100
MUFG Americas
New York
$135K – – –