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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
76
Relyea Zuckerberg Hanson
Connecticut
$3.35M -$67.1K -619 -2%
GC
77
Grimes & Company
Massachusetts
$3.33M -$43.8K -404 -1%
SFP
78
Shepherd Financial Partners
Massachusetts
$3.33M -$102K -943 -3%
Cerity Partners
79
Cerity Partners
New York
$3.3M -$178K -1,639 -5%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$3.26M +$434 +4 +0%
KWM
81
Kingsview Wealth Management
Oregon
$3.09M +$433K +3,991 +17%
LNWTC
82
Laird Norton Wetherby Trust Company
Washington
$3.04M
WTC
83
WhitTier Trust Company
Nevada
$2.95M -$76.5K -706 -3%
SB
84
Simmons Bank
Arkansas
$2.71M
William Blair & Company
85
William Blair & Company
Illinois
$2.65M +$1.08K +10 +0%
VWA
86
VERITY Wealth Advisors
United States
$2.65M
MMA
87
Miracle Mile Advisors
California
$2.58M +$15.7K +145 +0.6%
B
88
Bailard
California
$2.58M -$215K -1,982 -8%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.55M -$133K -1,226 -5%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$2.54M +$120K +1,107 +5%
CA
91
CGN Advisors
Kansas
$2.48M -$149K -1,376 -6%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48M -$2.29M -21,175 -49%
ADL
93
Asset Dedication LLC
California
$2.44M -$106K -980 -4%
LNB
94
Ledyard National Bank
$2.38M +$29.7K +274 +1%
AF
95
Allworth Financial
California
$2.37M +$108 +1 +0%
CWM
96
Cornerstone Wealth Management
Missouri
$2.32M +$3.79K +35 +0.2%
CCM
97
Colorado Capital Management
Colorado
$2.25M -$223K -2,053 -10%
CAM
98
Cresset Asset Management
Illinois
$2.24M
Goldman Sachs
99
Goldman Sachs
New York
$2.2M -$1.59M -14,694 -43%
WANY
100
Wealthspire Advisors (New York)
New York
$2.17M -$4.77K -44 -0.2%