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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$125K – – –
HA
102
Harfst & Associates
Wyoming
$124K – – –
CCM
103
Cribstone Capital Management
Maine
$123K -$3.52K -70 -3%
BCI
104
Brinker Capital Investments
Pennsylvania
$110K +$109K +2,160 New
CWM
105
Cranbrook Wealth Management
Michigan
$109K – – –
GWM
106
Geneos Wealth Management
Colorado
$107K -$75.4K -1,500 -42%
AG
107
Advisor Group
Arizona
$106K -$17.4K -346 -14%
WAM
108
Watermark Asset Management
California
$97K – – –
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$94K -$13.2K -262 -12%
PAI
110
Pittenger & Anderson Inc
Nebraska
$92K +$90.8K +1,806 New
PCFFS
111
Pacific Center for Financial Services
California
$91K -$55.2K -1,098 -38%
PFO
112
Pathstone Family Office
New Jersey
$86K +$84.6K +1,682 New
BAM
113
Barrett Asset Management
New York
$79K -$27.6K -550 -26%
LNB
114
Ledyard National Bank
$75K – – –
ADL
115
Asset Dedication LLC
California
$61K – – –
FWM
116
Focused Wealth Management
New York
$53K – – –
NSIM
117
North Star Investment Management
Illinois
$48K +$10.9K +216 +30%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$46K – – –
IA
119
IFP Advisors
Florida
$36K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$30.7K – – –
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$25K – – –
ATC
122
Adirondack Trust Company
New York
$20K +$10.1K +200 +100%
TC
123
Trust Company
Kansas
$18K – – –
PG
124
Patten Group
Tennessee
$13K – – –
SF
125
Synovus Financial
Georgia
$10K -$1.11K -22 -10%