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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
76
Highland Private Wealth Management
Washington
$3.02M
Goldman Sachs
77
Goldman Sachs
New York
$2.95M -$800K -8,259 -21%
DWM
78
Destination Wealth Management
California
$2.87M +$146K +1,506 +5%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.73M -$1.43M -14,792 -34%
CG
80
Corundum Group
Colorado
$2.67M +$2.32M +23,891 +642%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$2.62M +$2.62M +27,064 New
RF
82
Resolute Financial
Massachusetts
$2.6M +$31.8K +328 +1%
Creative Planning
83
Creative Planning
Kansas
$2.6M +$3.78K +39 +0.1%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$2.57M -$116K -1,200 -4%
SFP
85
Shepherd Financial Partners
Massachusetts
$2.51M -$89.8K -927 -3%
B
86
Bailard
California
$2.49M -$38.2K -394 -2%
WTC
87
WhitTier Trust Company
Nevada
$2.46M -$8.72K -90 -0.4%
CPFP
88
Clear Perspectives Financial Planning
Ohio
$2.41M -$220K -2,267 -8%
IFAM
89
Institutional & Family Asset Management
Colorado
$2.4M -$42.9K -443 -2%
SPIA
90
Steward Partners Investment Advisory
New York
$2.36M +$54K +557 +2%
KAS
91
Kestra Advisory Services
Texas
$2.35M +$119K +1,232 +5%
William Blair & Company
92
William Blair & Company
Illinois
$2.28M -$4.26K -44 -0.2%
LFASL
93
Lugano Financial Advisors SA (LFA)
Switzerland
$2.28M
RSWM
94
Robertson Stephens Wealth Management
California
$2.27M +$1.85M +19,053 +434%
AWS
95
Atria Wealth Solutions
New York
$2.26M +$2.26M +23,345 New
VWA
96
VERITY Wealth Advisors
United States
$2.18M
Citigroup
97
Citigroup
New York
$2.11M -$218K -2,248 -9%
MMA
98
Miracle Mile Advisors
California
$2.09M +$18K +186 +0.9%
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$2.04M
OCM
100
One Capital Management
California
$2.01M +$1.58M +16,325 +369%