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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$797K +$386K +6,306 +96%
FCH
77
Freestone Capital Holdings
Washington
$777K +$83.8K +1,368 +12%
IFAM
78
Institutional & Family Asset Management
Colorado
$735K -$6K -98 -0.8%
GT
79
Glenview Trust
Kentucky
$728K
CWM
80
Cornerstone Wealth Management
Missouri
$710K +$53.1K +868 +8%
EFSCE
81
Enterprise Financial Services Corp (EFSC)
Missouri
$704K +$2.08K +34 +0.3%
TA
82
Tiedemann Advisors
New York
$678K +$98K +1,600 +17%
PBO
83
Peoples Bank (Ohio)
Ohio
$661K
PA
84
Parallel Advisors
California
$646K +$107K +1,750 +20%
JFA
85
JNBA Financial Advisors
Minnesota
$644K -$5.88K -96 -0.9%
GC
86
Grimes & Company
Massachusetts
$624K +$56.3K +920 +10%
AG
87
Advisor Group
Arizona
$604K +$220K +3,600 +58%
CA
88
Cetera Advisors
Colorado
$602K +$14.3K +234 +2%
NAM
89
North American Management
Massachusetts
$596K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$578K
Citigroup
91
Citigroup
New York
$571K +$84.6K +1,382 +18%
LGWM
92
Litman Gregory Wealth Management
California
$548K -$13.6K -222 -2%
BAAM
93
Baker Avenue Asset Management
California
$540K +$4.29K +70 +0.8%
BOPW
94
Brandywine Oak Private Wealth
Pennsylvania
$529K +$67K +1,094 +15%
BIA
95
Bigelow Investment Advisors
Maine
$529K +$81.4K +1,330 +18%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$517K +$64.7K +1,056 +14%
CAN
97
Cetera Advisor Networks
California
$475K -$79.1K -1,292 -14%
CIBC Asset Management
98
CIBC Asset Management
Ontario, Canada
$462K -$42.2K -690 -8%
OFG
99
Oxford Financial Group
Indiana
$454K
BOS
100
Bingham Osborn & Scarborough
California
$451K