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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$3.49M +$247K +2,094 +8%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$3.44M -$132K -1,123 -4%
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$3.43M
P
79
&Partners
Tennessee
$3.23M +$490K +4,158 +20%
CPC
80
Consolidated Planning Corp
Georgia
$3.19M +$7.43K +63 +0.3%
PC
81
Permanens Capital
New York
$3.12M -$2.84M -24,064 -49%
SB
82
Simmons Bank
Arkansas
$3.05M
KAS
83
Kestra Advisory Services
Texas
$3.03M -$34.1K -289 -1%
OIA
84
OneDigital Investment Advisors
Kansas
$3.01M -$900K -7,631 -24%
VWA
85
VERITY Wealth Advisors
United States
$2.99M
3AM
86
3EDGE Asset Management
Florida
$2.92M -$2.83M -24,010 -51%
B
87
Bailard
California
$2.9M -$175K -1,482 -6%
Citadel Advisors
88
Citadel Advisors
Florida
$2.87M +$814K +6,907 +44%
HWM
89
HB Wealth Management
Georgia
$2.84M +$6.49K +55 +0.2%
SFP
90
Shepherd Financial Partners
Massachusetts
$2.83M -$17.8K -151 -0.7%
LNB
91
Ledyard National Bank
$2.83M +$144K +1,218 +6%
ADL
92
Asset Dedication LLC
California
$2.79M -$59.7K -506 -2%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.74M +$53.4K +453 +2%
CA
94
CGN Advisors
Kansas
$2.69M
AF
95
Allworth Financial
California
$2.65M
William Blair & Company
96
William Blair & Company
Illinois
$2.6M -$54.8K -465 -2%
CAG
97
Crestwood Advisors Group
Massachusetts
$2.52M -$98.1K -832 -4%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$217K -1,840 -8%
CAM
99
Cresset Asset Management
Illinois
$2.5M
SWA
100
Sax Wealth Advisors
New Jersey
$2.42M -$83.1K -705 -4%