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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mission Wealth Management
California
$326K +$87K +1,680 +37%
SCG
77
Sonata Capital Group
Washington
$324K -$12.9K -250 -4%
JP Morgan Chase
78
JP Morgan Chase
New York
$309K -$16.1K -310 -5%
NP
79
NorthRock Partners
Minnesota
$308K +$518 +10 +0.2%
LGWM
80
Litman Gregory Wealth Management
California
$307K
PCM
81
Parsons Capital Management
Rhode Island
$304K +$13.5K +260 +5%
SFG
82
SNS Financial Group
Minnesota
$300K
SAS
83
Sage Advisory Services
Texas
$297K +$295K +5,688 New
GWM
84
Greenwich Wealth Management
Connecticut
$287K
BOS
85
Bingham Osborn & Scarborough
California
$281K
MHI
86
Miller Howard Investments
New York
$268K -$9.42K -182 -3%
SCM
87
Stonehearth Capital Management
Massachusetts
$267K +$265K +5,118 New
TCOV
88
Trust Company of Vermont
Vermont
$262K -$4.45K -86 -2%
NAM
89
North American Management
Massachusetts
$254K
AWM
90
Affinity Wealth Management
Delaware
$245K
RC
91
RegentAtlantic Capital
New Jersey
$242K
DADC
92
D.A. Davidson & Co
Montana
$235K -$829 -16 -0.4%
WIM
93
Westside Investment Management
California
$233K +$48.9K +944 +27%
RWM
94
Ritholtz Wealth Management
New York
$225K +$223K +4,308 New
MFS
95
McNamara Financial Services
Massachusetts
$224K
CA
96
Callahan Advisors
Texas
$212K -$15.5K -300 -7%
SEIA
97
Signature Estate & Investment Advisors
California
$209K +$19.4K +374 +10%
CCM
98
Colorado Capital Management
Colorado
$208K -$25.1K -484 -10%
SWP
99
Stratos Wealth Partners
Ohio
$203K +$201K +3,884 New
PMG
100
ProVise Management Group
Florida
$202K +$200K +3,864 New