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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Cribstone Capital Management
Maine
$121K +$19.2K +400 +19%
OC
102
Oakworth Capital
Alabama
$120K +$48K +1,000 +69%
HA
103
Harfst & Associates
Wyoming
$120K +$117K +2,444 New
AG
104
Advisor Group
Arizona
$119K -$21.5K -448 -16%
AWM
105
AllSquare Wealth Management
New York
$119K
CWM
106
Cranbrook Wealth Management
Michigan
$105K
DSC
107
Duncker Streett & Co
Missouri
$105K
BAM
108
Barrett Asset Management
New York
$103K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$98K
WIM
110
Westside Investment Management
California
$94.2K +$92.7K +1,930 New
WAM
111
Watermark Asset Management
California
$93K +$90.8K +1,892 New
LNB
112
Ledyard National Bank
$72K
ADL
113
Asset Dedication LLC
California
$59K
FWM
114
Focused Wealth Management
New York
$51K -$96 -2 -0.2%
FANJ
115
Financial Architects (New Jersey)
New Jersey
$44K +$10.8K +224 +33%
NSIM
116
North Star Investment Management
Illinois
$36K
IA
117
IFP Advisors
Florida
$35K
WEC
118
Winslow Evans & Crocker
Massachusetts
$29.5K -$6.72K -140 -19%
MCM
119
Manchester Capital Management
Vermont
$26K +$10.4K +216 +68%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$24K -$103K -2,142 -82%
CDIA
121
Capital Directions Investment Advisors
Georgia
$18K
TC
122
Trust Company
Kansas
$18K
PG
123
Patten Group
Tennessee
$12K
SF
124
Synovus Financial
Georgia
$11K +$10.8K +226 New
ATC
125
Adirondack Trust Company
New York
$10K