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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
76
Institutional & Family Asset Management
Colorado
$731K +$2.03K +34 +0.3%
GT
77
Glenview Trust
Kentucky
$717K
EFSCE
78
Enterprise Financial Services Corp (EFSC)
Missouri
$692K +$2.63K +44 +0.4%
NP
79
NorthRock Partners
Minnesota
$690K -$5.03K -84 -0.7%
FCH
80
Freestone Capital Holdings
Washington
$683K +$6.94K +116 +1%
PBO
81
Peoples Bank (Ohio)
Ohio
$652K -$39.1K -654 -6%
CWM
82
Cornerstone Wealth Management
Missouri
$647K +$55K +920 +9%
JFA
83
JNBA Financial Advisors
Minnesota
$641K +$22.5K +376 +4%
NAM
84
North American Management
Massachusetts
$588K +$32.9K +550 +6%
CA
85
Cetera Advisors
Colorado
$580K +$130K +2,170 +30%
TA
86
Tiedemann Advisors
New York
$571K +$327K +5,466 +140%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$570K
HPC
88
HM Payson & Co
Maine
$569K +$559K +9,336 New
GC
89
Grimes & Company
Massachusetts
$559K +$90.6K +1,514 +20%
LGWM
90
Litman Gregory Wealth Management
California
$554K +$7.9K +132 +1%
CAN
91
Cetera Advisor Networks
California
$547K -$97K -1,622 -15%
CCA
92
Cobblestone Capital Advisors
New York
$544K +$37.7K +630 +8%
PA
93
Parallel Advisors
California
$530K +$188K +3,138 +56%
BAAM
94
Baker Avenue Asset Management
California
$528K -$124K -2,080 -19%
CIBC Asset Management
95
CIBC Asset Management
Ontario, Canada
$497K
Citigroup
96
Citigroup
New York
$478K +$239 +4 +0.1%
BOPW
97
Brandywine Oak Private Wealth
Pennsylvania
$455K +$447K +7,468 New
OFG
98
Oxford Financial Group
Indiana
$448K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$445K +$280K +4,678 +178%
BOS
100
Bingham Osborn & Scarborough
California
$445K +$359 +6 +0.1%