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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Manchester Capital Management
Vermont
$1.63M
CWM
77
Cornerstone Wealth Management
Missouri
$1.63M +$60K +768 +4%
CPFP
78
Clear Perspectives Financial Planning
Ohio
$1.57M +$1.49M +19,084 New
AIP
79
Ameritas Investment Partners
Nebraska
$1.54M +$134K +1,715 +10%
PCG
80
Private Capital Group
Connecticut
$1.52M -$23K -294 -2%
CB
81
Commerce Bank
Missouri
$1.51M
Citigroup
82
Citigroup
New York
$1.5M +$249K +3,179 +21%
AWS
83
AJ Wealth Strategies
New York
$1.49M -$20.3K -260 -1%
BDFN
84
Bond & Devick Financial Network
Minnesota
$1.48M +$1.41M +18,007 New
CCA
85
Cobblestone Capital Advisors
New York
$1.46M +$201K +2,569 +17%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M +$449K +5,743 +49%
NAM
87
North American Management
Massachusetts
$1.42M -$28.5K -365 -2%
MA
88
Mutual Advisors
Nebraska
$1.4M +$173K +2,208 +15%
LGWM
89
Litman Gregory Wealth Management
California
$1.36M -$12.4K -159 -1%
FIG
90
FundX Investment Group
California
$1.34M
KAS
91
Kestra Advisory Services
Texas
$1.33M +$1.27M +16,255 +31,260%
VFA
92
Voya Financial Advisors
Connecticut
$1.32M +$1.26M +16,143 New
BAAM
93
Baker Avenue Asset Management
California
$1.28M +$97.9K +1,252 +9%
TF
94
TIAA FSB
Florida
$1.27M +$1.2M +15,402 New
RWM
95
Ritholtz Wealth Management
New York
$1.26M +$91.1K +1,165 +8%
PSUF
96
People's United Financial
Connecticut
$1.26M +$141K +1,799 +13%
CG
97
Colony Group
Massachusetts
$1.25M +$206K +2,641 +21%
PPA
98
Parametric Portfolio Associates
Washington
$1.19M -$124K -1,584 -10%
GAM
99
Gould Asset Management
California
$1.18M -$32.8K -420 -3%
FCH
100
Freestone Capital Holdings
Washington
$1.17M +$156 +2 +0%