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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$2.5M -$277K -3,362 -10%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.38M -$283K -3,441 -11%
CG
78
Colony Group
Massachusetts
$2.37M +$1.04M +12,638 +78%
SFP
79
Shepherd Financial Partners
Massachusetts
$2.37M +$172K +2,087 +8%
FNWM
80
Financial Network Wealth Management
Utah
$2.3M +$1.85M +22,505 +416%
CAN
81
Cetera Advisor Networks
California
$2.29M -$17K -206 -0.7%
B
82
Bailard
California
$2.1M -$74.1K -900 -3%
DCP
83
DSM Capital Partners
Florida
$2.1M +$2.1M +25,463 New
KAS
84
Kestra Advisory Services
Texas
$2.09M +$18.1K +220 +0.9%
GC
85
Grimes & Company
Massachusetts
$2.07M -$37.5K -455 -2%
MMA
86
Miracle Mile Advisors
California
$2.03M -$134K -1,632 -6%
ADL
87
Asset Dedication LLC
California
$1.96M -$157K -1,911 -7%
Citigroup
88
Citigroup
New York
$1.95M +$300K +3,644 +18%
3AM
89
3EDGE Asset Management
Florida
$1.94M -$1.38M -16,770 -42%
William Blair & Company
90
William Blair & Company
Illinois
$1.94M +$2.96K +36 +0.2%
VWA
91
VERITY Wealth Advisors
United States
$1.86M
LNB
92
Ledyard National Bank
$1.85M +$78.4K +952 +4%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$1.84M
LFASL
94
Lugano Financial Advisors SA (LFA)
Switzerland
$1.82M
CCA
95
Cobblestone Capital Advisors
New York
$1.81M +$97.9K +1,188 +6%
HWA
96
Hilltop Wealth Advisors
North Carolina
$1.79M +$1.13M +13,675 +169%
MIA
97
Milestone Investment Advisors
Wisconsin
$1.77M +$1.77M +21,543 New
HI
98
Harbour Investments
Wisconsin
$1.7M +$232K +2,821 +16%
PA
99
Parkside Advisors
California
$1.68M +$176K +2,132 +12%
Bank Julius Baer & Co
100
Bank Julius Baer & Co
Switzerland
$1.64M +$10.5K +127 +0.6%