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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$3.78M
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.73M -$653 -5 -0%
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$3.67M
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$3.57M -$99.3K -760 -3%
OIA
80
OneDigital Investment Advisors
Kansas
$3.45M +$214K +1,636 +7%
CPC
81
Consolidated Planning Corp
Georgia
$3.37M -$46.1K -353 -1%
KAS
82
Kestra Advisory Services
Texas
$3.36M +$113K +868 +4%
SB
83
Simmons Bank
Arkansas
$3.27M +$6.79K +52 +0.2%
VWA
84
VERITY Wealth Advisors
United States
$3.2M
P
85
&Partners
Tennessee
$3.19M -$238K -1,823 -7%
B
86
Bailard
California
$3.13M +$26.3K +201 +0.9%
LNB
87
Ledyard National Bank
$3.12M +$90.1K +690 +3%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.96M -$73.5K -563 -3%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.93M +$1.18K +9 +0%
CA
90
CGN Advisors
Kansas
$2.88M -$653 -5 -0%
AF
91
Allworth Financial
California
$2.83M
MMA
92
Miracle Mile Advisors
California
$2.77M -$1.26M -9,613 -32%
HWM
93
HB Wealth Management
Georgia
$2.72M -$299K -2,290 -10%
CAM
94
Cresset Asset Management
Illinois
$2.7M +$23.2K +178 +0.9%
PAG
95
Private Advisor Group
New Jersey
$2.68M -$2.14M -16,399 -45%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$2.62M +$2.52M +19,302 New
CAG
97
Crestwood Advisors Group
Massachusetts
$2.61M -$80.3K -615 -3%
SWA
98
Sax Wealth Advisors
New Jersey
$2.6M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.58M -$104K -794 -4%
WTC
100
WhitTier Trust Company
Nevada
$2.54M -$31K -237 -1%