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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
76
Cape Cod Five Cents Savings Bank
Massachusetts
$451K -$17.1K -304 -4%
OFG
77
Oxford Financial Group
Indiana
$451K +$213K +3,780 +90%
LGWM
78
Litman Gregory Wealth Management
California
$434K
WIM
79
Westside Investment Management
California
$429K +$109K +1,940 +34%
SCM
80
Stonehearth Capital Management
Massachusetts
$401K -$7.32K -130 -2%
PCM
81
Parsons Capital Management
Rhode Island
$389K -$2.93K -52 -0.7%
PGA
82
Portland Global Advisors
Maine
$387K
SAS
83
Sage Advisory Services
Texas
$377K +$74.6K +1,326 +25%
SMFS
84
Squar Milner Financial Services
California
$369K
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$366K -$19K -338 -5%
FPFS
86
First Personal Financial Services
North Carolina
$353K -$51.1K -908 -13%
FDCC
87
Foster Dykema Cabot & Co
Massachusetts
$352K -$30.1K -534 -8%
SCG
88
Sonata Capital Group
Washington
$350K
WF
89
WealthTrust Fairport
Ohio
$343K +$45.5K +808 +15%
RWM
90
Ritholtz Wealth Management
New York
$332K +$34.6K +614 +12%
TA
91
Tiedemann Advisors
New York
$330K +$327K +5,806 New
PA
92
Parallel Advisors
California
$329K -$72.5K -1,288 -18%
SFG
93
SNS Financial Group
Minnesota
$324K
GWM
94
Greenwich Wealth Management
Connecticut
$310K
WDL
95
Well Done LLC
Michigan
$303K
BOS
96
Bingham Osborn & Scarborough
California
$292K -$11.3K -200 -4%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$282K -$2.7K -48 -1%
TCOV
98
Trust Company of Vermont
Vermont
$269K -$12.3K -218 -4%
RC
99
RegentAtlantic Capital
New Jersey
$261K
MGIA
100
Moneta Group Investment Advisors
Missouri
$248K