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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$548K -$70.3K -1,268 -11%
SAS
77
Sage Advisory Services
Texas
$519K +$558K +10,056 New
JFA
78
JNBA Financial Advisors
Minnesota
$516K +$555K +10,000 New
CWM
79
Cornerstone Wealth Management
Missouri
$515K +$558K +10,062 New
WIM
80
Westside Investment Management
California
$498K +$535K +9,656 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$488K
SHCM
82
Stokes & Hubbell Capital Management
Louisiana
$479K
SGAM
83
Steinberg Global Asset Management
Florida
$471K -$254K -4,588 -33%
LGWM
84
Litman Gregory Wealth Management
California
$457K +$64.4K +1,162 +15%
Citigroup
85
Citigroup
New York
$456K -$776 -14 -0.2%
CCA
86
Cobblestone Capital Advisors
New York
$445K
SFS
87
Sowell Financial Services
Arkansas
$431K +$463K +8,350 New
CS
88
Credit Suisse
Switzerland
$429K
AWS
89
AJ Wealth Strategies
New York
$416K +$447K +8,060 New
RP
90
Riverbridge Partners
Minnesota
$410K +$441K +7,952 New
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$406K
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$404K +$59.9K +1,080 +16%
CA
93
Cetera Advisors
Colorado
$359K -$315K -5,680 -45%
PCM
94
Parsons Capital Management
Rhode Island
$358K +$7.76K +140 +2%
CG
95
Colony Group
Massachusetts
$342K -$176K -3,170 -32%
PGA
96
Portland Global Advisors
Maine
$338K -$17.1K -308 -4%
FDCC
97
Foster Dykema Cabot & Co
Massachusetts
$322K +$7.54K +136 +2%
RWM
98
Ritholtz Wealth Management
New York
$310K +$6.77K +122 +2%
FPFS
99
First Personal Financial Services
North Carolina
$307K
PA
100
Parallel Advisors
California
$301K