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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
76
Institutional & Family Asset Management
Colorado
$2.49M -$114K -1,158 -4%
CPFP
77
Clear Perspectives Financial Planning
Ohio
$2.48M +$579K +5,863 +29%
SFP
78
Shepherd Financial Partners
Massachusetts
$2.46M +$138K +1,397 +6%
WTC
79
WhitTier Trust Company
Nevada
$2.43M
KAS
80
Kestra Advisory Services
Texas
$2.41M +$522K +5,287 +27%
SWA
81
SOA Wealth Advisors
New York
$2.32M +$414K +4,187 +21%
SPIA
82
Steward Partners Investment Advisory
New York
$2.29M +$90.8K +919 +4%
SB
83
Simmons Bank
Arkansas
$2.27M +$144K +1,454 +7%
William Blair & Company
84
William Blair & Company
Illinois
$2.26M +$53.2K +538 +2%
Goldman Sachs
85
Goldman Sachs
New York
$2.23M -$2.08M -21,084 -48%
CAC
86
Core Alternative Capital
Georgia
$2.17M -$103K -1,042 -4%
VWA
87
VERITY Wealth Advisors
United States
$2.16M +$94.9K +960 +4%
Citigroup
88
Citigroup
New York
$2.14M -$348K -3,522 -14%
DAS
89
Dynamic Advisor Solutions
Arizona
$2.06M -$23.6K -239 -1%
CWM
90
Cornerstone Wealth Management
Missouri
$1.98M +$25.7K +260 +1%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$1.97M
RG
92
Rathbones Group
United Kingdom
$1.96M -$143K -1,450 -7%
HI
93
Harbour Investments
Wisconsin
$1.95M +$169K +1,713 +9%
MMA
94
Miracle Mile Advisors
California
$1.91M +$65.8K +666 +3%
MCM
95
Manchester Capital Management
Vermont
$1.9M
HB
96
Homrich & Berg
Georgia
$1.89M -$49.4K -500 -2%
SCA
97
Snowden Capital Advisors
New York
$1.87M +$13K +132 +0.7%
CB
98
Commerce Bank
Missouri
$1.83M +$39.5K +400 +2%
AIP
99
Ameritas Investment Partners
Nebraska
$1.83M -$22.3K -226 -1%
BDFN
100
Bond & Devick Financial Network
Minnesota
$1.82M +$75K +759 +4%