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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
North American Management
Massachusetts
$1.3M +$384K +5,310 +43%
AIP
77
Ameritas Investment Partners
Nebraska
$1.25M +$19.1K +264 +2%
LGWM
78
Litman Gregory Wealth Management
California
$1.22M -$1.45K -20 -0.1%
FIG
79
FundX Investment Group
California
$1.2M
PPA
80
Parametric Portfolio Associates
Washington
$1.18M -$95.3K -1,320 -8%
CCA
81
Cobblestone Capital Advisors
New York
$1.12M -$62.3K -862 -5%
Citigroup
82
Citigroup
New York
$1.11M +$239K +3,308 +28%
TAS
83
TIFF Advisory Services
Pennsylvania
$1.1M +$1.08M +14,952 New
MA
84
Mutual Advisors
Nebraska
$1.09M -$61K -844 -5%
GAM
85
Gould Asset Management
California
$1.09M +$4.33K +60 +0.4%
BJL
86
Brighton Jones LLC
Washington
$1.08M +$47.5K +658 +5%
BAAM
87
Baker Avenue Asset Management
California
$1.05M +$10.5K +146 +1%
FCH
88
Freestone Capital Holdings
Washington
$1.05M +$43.6K +604 +4%
RWM
89
Ritholtz Wealth Management
New York
$1.04M +$505K +6,986 +97%
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$1.02M +$193K +2,668 +24%
BFA
91
Bluestem Financial Advisors
Illinois
$1.01M -$87.2K -1,208 -8%
CPIG
92
Chicago Partners Investment Group
Illinois
$1M -$13.7K -190 -1%
PSUF
93
People's United Financial
Connecticut
$996K +$114K +1,572 +13%
DADC
94
D.A. Davidson & Co
Montana
$987K +$642K +8,894 +196%
APP
95
Avantax Planning Partners
Iowa
$971K
AAS
96
Avantax Advisory Services
Texas
$970K +$469K +6,490 +97%
WAG
97
Winthrop Advisory Group
Massachusetts
$936K +$63.3K +876 +7%
CG
98
Colony Group
Massachusetts
$927K +$16.9K +234 +2%
US Bancorp
99
US Bancorp
Minnesota
$926K -$3.47K -48 -0.4%
RZH
100
Relyea Zuckerberg Hanson
Connecticut
$905K +$61.1K +846 +8%