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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
VERITY Wealth Advisors
United States
$1.9M
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$1.82M
EWM
78
Evercore Wealth Management
New York
$1.82M
UCFA
79
United Capital Financial Advisors
Texas
$1.79M +$3.75K +44 +0.2%
HB
80
Homrich & Berg
Georgia
$1.79M -$15.8K -185 -0.9%
CWM
81
Cornerstone Wealth Management
Missouri
$1.78M +$49.8K +584 +3%
MCM
82
Manchester Capital Management
Vermont
$1.74M
AIP
83
Ameritas Investment Partners
Nebraska
$1.74M +$88.2K +1,034 +6%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.71M -$448K -5,251 -21%
SCA
85
Snowden Capital Advisors
New York
$1.69M -$3.27M -38,332 -67%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$1.68M
CCA
87
Cobblestone Capital Advisors
New York
$1.66M +$100K +1,175 +7%
HI
88
Harbour Investments
Wisconsin
$1.64M +$1.59M +18,628 New
BDFN
89
Bond & Devick Financial Network
Minnesota
$1.63M +$48K +563 +3%
PCG
90
Private Capital Group
Connecticut
$1.62M
CB
91
Commerce Bank
Missouri
$1.61M
DAS
92
Dynamic Advisor Solutions
Arizona
$1.61M +$1.17M +13,662 +290%
NAM
93
North American Management
Massachusetts
$1.61M +$85.6K +1,004 +6%
AWS
94
AJ Wealth Strategies
New York
$1.59M
MA
95
Mutual Advisors
Nebraska
$1.52M +$27.1K +318 +2%
VFA
96
Voya Financial Advisors
Connecticut
$1.48M +$65.9K +772 +5%
CG
97
Colony Group
Massachusetts
$1.47M +$124K +1,458 +10%
IFAM
98
Institutional & Family Asset Management
Colorado
$1.45M +$441K +5,169 +46%
LGWM
99
Litman Gregory Wealth Management
California
$1.45M
FIG
100
FundX Investment Group
California
$1.43M