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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
76
Robertson Stephens Wealth Management
California
$3.72M -$193K -1,394 -5%
KAS
77
Kestra Advisory Services
Texas
$3.62M +$389K +2,803 +11%
NP
78
NorthRock Partners
Minnesota
$3.6M +$55.2K +398 +1%
CPC
79
Consolidated Planning Corp
Georgia
$3.23M -$81.5K -588 -2%
OIA
80
OneDigital Investment Advisors
Kansas
$3.21M +$173K +1,245 +5%
B
81
Bailard
California
$3.16M +$70.4K +508 +2%
RZH
82
Relyea Zuckerberg Hanson
Connecticut
$3.15M
LNB
83
Ledyard National Bank
$3.13M +$143K +1,033 +5%
VWA
84
VERITY Wealth Advisors
United States
$3.11M
FIT
85
Financially in Tune
Massachusetts
$3.06M +$16.4K +118 +0.5%
SB
86
Simmons Bank
Arkansas
$2.95M -$225K -1,620 -7%
SPIA
87
Steward Partners Investment Advisory
New York
$2.94M +$57.4K +414 +2%
P
88
&Partners
Tennessee
$2.83M +$45.1K +325 +2%
SWA
89
Sax Wealth Advisors
New Jersey
$2.81M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$2.8M -$564K -4,071 -16%
CA
91
CGN Advisors
Kansas
$2.79M -$1.94K -14 -0.1%
SFP
92
Shepherd Financial Partners
Massachusetts
$2.68M -$157K -1,130 -5%
MMA
93
Miracle Mile Advisors
California
$2.67M +$69.6K +502 +3%
HWM
94
HB Wealth Management
Georgia
$2.67M +$2.63K +19 +0.1%
CAG
95
Crestwood Advisors Group
Massachusetts
$2.63M +$94.4K +681 +4%
WTC
96
WhitTier Trust Company
Nevada
$2.63M -$13K -94 -0.5%
CAM
97
Cresset Asset Management
Illinois
$2.63M +$2.08K +15 +0.1%
AF
98
Allworth Financial
California
$2.61M +$1.39K +10 +0.1%
PAG
99
Private Advisor Group
New Jersey
$2.53M -$115K -827 -4%
FWM
100
Fingerlakes Wealth Management
New York
$2.48M +$44.8K +323 +2%