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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
76
Shepherd Financial Partners
Massachusetts
$3.33M +$352K +3,380 +12%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$3.32M -$34.1K -327 -1%
ASN
78
Advisory Services Network
Georgia
$3.28M +$503K +4,833 +19%
GC
79
Grimes & Company
Massachusetts
$3.28M +$318K +3,058 +11%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$3.17M +$705K +6,773 +30%
CAN
81
Cetera Advisor Networks
California
$3.05M -$35.8K -344 -1%
GT
82
Glenview Trust
Kentucky
$3M
LNWTC
83
Laird Norton Wetherby Trust Company
Washington
$2.95M
WTC
84
WhitTier Trust Company
Nevada
$2.94M +$122K +1,170 +5%
B
85
Bailard
California
$2.72M -$69.1K -664 -3%
SB
86
Simmons Bank
Arkansas
$2.64M -$100K -960 -4%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.62M -$39.7K -381 -2%
FSA
88
Financial Services Advisory
Maryland
$2.6M -$29.3K -281 -1%
William Blair & Company
89
William Blair & Company
Illinois
$2.58M +$50.1K +481 +2%
VWA
90
VERITY Wealth Advisors
United States
$2.57M
KWM
91
Kingsview Wealth Management
Oregon
$2.57M +$1.25M +12,051 +105%
CA
92
CGN Advisors
Kansas
$2.56M +$66.6K +640 +3%
CCM
93
Colorado Capital Management
Colorado
$2.55M -$38K -365 -2%
MMA
94
Miracle Mile Advisors
California
$2.49M -$78.4K -753 -3%
ADL
95
Asset Dedication LLC
California
$2.48M -$120K -1,150 -5%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$627K +6,025 +39%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$2.31M -$212K -2,032 -9%
LNB
98
Ledyard National Bank
$2.28M -$52.6K -505 -2%
AF
99
Allworth Financial
California
$2.28M -$21.2K -204 -1%
CWM
100
Cornerstone Wealth Management
Missouri
$2.25M +$31.4K +302 +1%