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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
101
Duncker Streett & Co
Missouri
$98K – – –
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$98K – – –
BAM
103
Barrett Asset Management
New York
$97K +$18.2K +400 +24%
CCM
104
Cribstone Capital Management
Maine
$96K +$14.5K +320 +18%
BC
105
Bartlett & Co
Ohio
$95K +$28.6K +630 +44%
LNB
106
Ledyard National Bank
$67K +$45.4K +1,000 +217%
OC
107
Oakworth Capital
Alabama
$66K – – –
ADL
108
Asset Dedication LLC
California
$55K +$54.5K +1,202 New
FWM
109
Focused Wealth Management
New York
$48K +$91 +2 +0.2%
GWM
110
Geneos Wealth Management
Colorado
$36K – – –
WEC
111
Winslow Evans & Crocker
Massachusetts
$34K +$27.2K +600 +429%
NSIM
112
North Star Investment Management
Illinois
$33K – – –
IA
113
IFP Advisors
Florida
$32K – – –
FANJ
114
Financial Architects (New Jersey)
New Jersey
$31K – – –
CDIA
115
Capital Directions Investment Advisors
Georgia
$17K – – –
TC
116
Trust Company
Kansas
$17K – – –
MCM
117
Manchester Capital Management
Vermont
$15K +$3.72K +82 +35%
PG
118
Patten Group
Tennessee
$12K – – –
ATC
119
Adirondack Trust Company
New York
$9K – – –
ST
120
Smithfield Trust
Pennsylvania
$9K +$363 +8 +4%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$2.54K +56 +97%
HI
122
Hudock Inc
Pennsylvania
$1K +$454 +10 +36%
BSWM
123
Boston Standard Wealth Management
Massachusetts
– -$240K -5,266 Closed
CYG
124
Clean Yield Group
Vermont
– -$9K -200 Closed
CCS
125
Crosspoint Capital Strategies
California
– -$4K -98 Closed