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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$2.42M -$52K -562 -2%
Allianz Asset Management
77
Allianz Asset Management
Germany
$2.42M -$2.31M -25,000 -50%
SFP
78
Shepherd Financial Partners
Massachusetts
$2.31M +$27.6K +298 +1%
CAC
79
Core Alternative Capital
Georgia
$2.26M +$1.21M +13,105 +124%
William Blair & Company
80
William Blair & Company
Illinois
$2.2M +$14K +151 +0.7%
SPIA
81
Steward Partners Investment Advisory
New York
$2.2M -$29.6K -320 -1%
SB
82
Simmons Bank
Arkansas
$2.12M +$2.05M +22,215 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$2.11M
RG
84
Rathbones Group
United Kingdom
$2.09M -$60.1K -650 -3%
DAS
85
Dynamic Advisor Solutions
Arizona
$2.07M +$306K +3,313 +18%
VWA
86
VERITY Wealth Advisors
United States
$2.06M
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$1.98M
EWM
88
Evercore Wealth Management
New York
$1.98M
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$1.96M +$1.9M +20,546 New
CWM
90
Cornerstone Wealth Management
Missouri
$1.94M -$462 -5 -0%
HB
91
Homrich & Berg
Georgia
$1.93M -$23.5K -254 -1%
CPFP
92
Clear Perspectives Financial Planning
Ohio
$1.91M +$86.6K +936 +5%
SWA
93
SOA Wealth Advisors
New York
$1.91M +$1.31M +14,138 +242%
KAS
94
Kestra Advisory Services
Texas
$1.9M +$626K +6,773 +52%
MCM
95
Manchester Capital Management
Vermont
$1.89M
SCA
96
Snowden Capital Advisors
New York
$1.85M +$11.8K +128 +0.7%
AIP
97
Ameritas Investment Partners
Nebraska
$1.84M -$48.1K -520 -3%
MMA
98
Miracle Mile Advisors
California
$1.84M +$618K +6,680 +53%
CB
99
Commerce Bank
Missouri
$1.79M +$30.1K +325 +2%
BAAM
100
Baker Avenue Asset Management
California
$1.78M +$288K +3,112 +20%