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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gould Asset Management
California
$832K -$103K -1,600 -10%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809K +$370K +5,772 +64%
TA
78
Tiedemann Advisors
New York
$809K +$242K +3,772 +34%
PFO
79
Pathstone Family Office
New Jersey
$787K -$8.59K -134 -0.9%
FCH
80
Freestone Capital Holdings
Washington
$745K +$63.7K +994 +8%
APP
81
Avantax Planning Partners
Iowa
$724K
US Bancorp
82
US Bancorp
Minnesota
$707K -$16.3K -254 -2%
GC
83
Garde Capital
Washington
$696K -$3.26M -50,814 -80%
CG
84
Colony Group
Massachusetts
$694K -$54.5K -850 -6%
GC
85
Grimes & Company
Massachusetts
$694K +$45.4K +708 +6%
SFS
86
Sowell Financial Services
Arkansas
$671K -$44.7K -698 -5%
NP
87
NorthRock Partners
Minnesota
$670K +$51.5K +804 +7%
SFSG
88
Stearns Financial Services Group
North Carolina
$650K -$104K -1,624 -12%
GT
89
Glenview Trust
Kentucky
$646K
Stifel Financial
90
Stifel Financial
Missouri
$635K +$171K +2,662 +30%
IFAM
91
Institutional & Family Asset Management
Colorado
$621K -$28.7K -448 -4%
SWP
92
Stratos Wealth Partners
Ohio
$604K +$60.2K +940 +9%
JFA
93
JNBA Financial Advisors
Minnesota
$601K +$12.7K +198 +2%
WAG
94
Winthrop Advisory Group
Massachusetts
$598K +$285K +4,448 +69%
PSUF
95
People's United Financial
Connecticut
$589K +$198K +3,084 +40%
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$577K -$60K -936 -8%
CA
97
Cetera Advisors
Colorado
$577K +$78.3K +1,222 +13%
Citigroup
98
Citigroup
New York
$566K +$18.3K +286 +3%
BIA
99
Bigelow Investment Advisors
Maine
$539K +$47.4K +740 +8%
NAM
100
North American Management
Massachusetts
$531K +$1.54K +24 +0.2%