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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
North American Management
Massachusetts
$582K +$572K +9,756 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$565K
SHCM
78
Stokes & Hubbell Capital Management
Louisiana
$554K +$4.69K +80 +0.9%
Citigroup
79
Citigroup
New York
$529K -$37.7K -642 -7%
CCA
80
Cobblestone Capital Advisors
New York
$515K +$506K +8,626 New
CS
81
Credit Suisse
Switzerland
$497K
OFG
82
Oxford Financial Group
Indiana
$477K
LGWM
83
Litman Gregory Wealth Management
California
$459K
SCM
84
Stonehearth Capital Management
Massachusetts
$451K +$25.6K +436 +6%
PGA
85
Portland Global Advisors
Maine
$409K
PCM
86
Parsons Capital Management
Rhode Island
$406K -$5.87K -100 -1%
LFASL
87
Lugano Financial Advisors SA (LFA)
Switzerland
$406K +$399K +6,800 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$404K +$16.4K +280 +4%
CIM
89
Cambria Investment Management
California
$396K -$564K -9,612 -59%
FDCC
90
Foster Dykema Cabot & Co
Massachusetts
$364K
FPFS
91
First Personal Financial Services
North Carolina
$356K -$17.6K -300 -5%
RWM
92
Ritholtz Wealth Management
New York
$351K -$821 -14 -0.2%
PA
93
Parallel Advisors
California
$348K
TA
94
Tiedemann Advisors
New York
$348K
SCG
95
Sonata Capital Group
Washington
$346K -$24.1K -410 -7%
SFG
96
SNS Financial Group
Minnesota
$343K
CCFCSB
97
Cape Cod Five Cents Savings Bank
Massachusetts
$328K -$146K -2,494 -31%
WDL
98
Well Done LLC
Michigan
$321K
SMFS
99
Squar Milner Financial Services
California
$316K -$72.8K -1,240 -19%
GWM
100
Greenwich Wealth Management
Connecticut
$312K -$15.4K -262 -5%