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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.05M +$980K +15,668 New
BFA
77
Bluestem Financial Advisors
Illinois
$1M -$87.1K -1,392 -9%
GAM
78
Gould Asset Management
California
$985K -$26.9K -430 -3%
GWM
79
Greenwich Wealth Management
Connecticut
$968K +$672K +10,740 +288%
CPIG
80
Chicago Partners Investment Group
Illinois
$959K -$24.2K -386 -3%
BAAM
81
Baker Avenue Asset Management
California
$948K +$517K +8,270 +140%
BJL
82
Brighton Jones LLC
Washington
$937K +$410K +6,548 +88%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$926K -$5.34M -85,350 -86%
FCH
84
Freestone Capital Holdings
Washington
$914K +$5.38K +86 +0.6%
APP
85
Avantax Planning Partners
Iowa
$883K
US Bancorp
86
US Bancorp
Minnesota
$846K -$15.5K -248 -2%
IFAM
87
Institutional & Family Asset Management
Colorado
$835K +$73.6K +1,176 +10%
CG
88
Colony Group
Massachusetts
$827K -$17.6K -282 -2%
NAM
89
North American Management
Massachusetts
$825K +$167K +2,670 +28%
SFSG
90
Stearns Financial Services Group
North Carolina
$807K +$13.3K +212 +2%
PFO
91
Pathstone Family Office
New Jersey
$801K -$148K -2,358 -16%
PSUF
92
People's United Financial
Connecticut
$801K +$77.5K +1,238 +12%
Stifel Financial
93
Stifel Financial
Missouri
$798K +$21.1K +338 +3%
WAG
94
Winthrop Advisory Group
Massachusetts
$789K +$53.6K +856 +8%
Citigroup
95
Citigroup
New York
$788K +$92.5K +1,478 +14%
TA
96
Tiedemann Advisors
New York
$787K -$186K -2,972 -20%
GT
97
Glenview Trust
Kentucky
$787K
SWP
98
Stratos Wealth Partners
Ohio
$772K +$32.9K +526 +5%
VCM
99
Vivaldi Capital Management
Illinois
$765K +$653K +10,438 New
MWM
100
MBE Wealth Management
Wisconsin
$755K +$707K +11,294 New