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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
101
Financial Services Advisory
Maryland
$2.98M +$1.84M +12,482 +182%
CB
102
Commerce Bank
Missouri
$2.82M
Fidelity Investments
103
Fidelity Investments
Massachusetts
$2.81M +$310K +2,098 +13%
MMA
104
Miracle Mile Advisors
California
$2.79M -$318K -2,155 -11%
AWM
105
Aprio Wealth Management
Georgia
$2.78M -$23.6K -160 -0.9%
SWA
106
Sax Wealth Advisors
New Jersey
$2.67M +$8.27K +56 +0.3%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.52M +$289K +1,960 +14%
OWA
108
One Wealth Advisors
California
$2.52M -$7.53K -51 -0.3%
WFAG
109
Wescott Financial Advisory Group
Pennsylvania
$2.45M +$1.62K +11 +0.1%
GA
110
GoalVest Advisory
New York
$2.38M -$96.9K -656 -4%
CWM
111
Cornerstone Wealth Management
Missouri
$2.28M -$18.6K -126 -0.8%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.28M -$15.5K -105 -0.7%
ADL
113
Asset Dedication LLC
California
$2.22M -$597K -4,042 -22%
BCM
114
Basso Capital Management
Connecticut
$2.2M +$2.1M +14,234 New
ECM
115
Evergreen Capital Management
Washington
$2.15M
Corient Private Wealth
116
Corient Private Wealth
Florida
$2.15M -$35.7K -242 -2%
TCIIS
117
TIAA-CREF Individual & Institutional Services
New York
$2.13M -$78.8K -534 -4%
Vanguard Personalized Indexing Management
118
Vanguard Personalized Indexing Management
California
$2.12M -$97K -657 -5%
EWM
119
Evercore Wealth Management
New York
$2.06M
WAG
120
Winthrop Advisory Group
Massachusetts
$2.03M +$232K +1,573 +14%
MIA
121
Milestone Investment Advisors
Wisconsin
$2.02M -$8.56K -58 -0.4%
RIM
122
Ryan Investment Management
Colorado
$2M +$1.18M +8,002 +161%
EI
123
Ellevest Inc
New York
$1.97M -$28.9K -196 -2%
FPF
124
First Pacific Financial
Washington
$1.89M -$30.1K -204 -2%
CA
125
Clearstead Advisors
Ohio
$1.88M -$36.9K -250 -2%