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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$375K +$366K +6,760 New
SCM
77
Stonehearth Capital Management
Massachusetts
$371K +$84.2K +1,554 +30%
FDCC
78
Foster Dykema Cabot & Co
Massachusetts
$370K
RP
79
Riverbridge Partners
Minnesota
$369K +$360K +6,646 New
RWM
80
Ritholtz Wealth Management
New York
$368K +$125K +2,312 +54%
PCM
81
Parsons Capital Management
Rhode Island
$351K +$28.1K +518 +9%
SCG
82
Sonata Capital Group
Washington
$345K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$327K +$314K +5,788 +5,359%
LGWM
84
Litman Gregory Wealth Management
California
$326K
SFG
85
SNS Financial Group
Minnesota
$319K
SAS
86
Sage Advisory Services
Texas
$316K
GWM
87
Greenwich Wealth Management
Connecticut
$305K
BOS
88
Bingham Osborn & Scarborough
California
$299K
WIM
89
Westside Investment Management
California
$283K +$29.2K +538 +12%
TCOV
90
Trust Company of Vermont
Vermont
$278K -$542 -10 -0.2%
NAM
91
North American Management
Massachusetts
$270K
MML Investors Services
92
MML Investors Services
Massachusetts
$269K +$262K +4,838 New
PAG
93
Private Advisor Group
New Jersey
$259K -$221K -4,084 -47%
RC
94
RegentAtlantic Capital
New Jersey
$257K
DADC
95
D.A. Davidson & Co
Montana
$240K -$10.4K -192 -4%
MFS
96
McNamara Financial Services
Massachusetts
$238K
CA
97
Callahan Advisors
Texas
$237K +$11.9K +220 +5%
SWP
98
Stratos Wealth Partners
Ohio
$223K +$7.59K +140 +4%
SEIA
99
Signature Estate & Investment Advisors
California
$222K
CCM
100
Colorado Capital Management
Colorado
$220K