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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$190K – – –
FFW
102
Fusion Family Wealth
New York
$162K – – –
AC
103
Alexandria Capital
Virginia
$147K – – –
NCM
104
New Capital Management
Texas
$145K – – –
MA
105
MUFG Americas
New York
$144K – – –
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K – – –
OC
107
Oakworth Capital
Alabama
$127K – – –
CCM
108
Cribstone Capital Management
Maine
$126K – – –
AWM
109
AllSquare Wealth Management
New York
$126K +$125K +2,418 New
BCI
110
Brinker Capital Investments
Pennsylvania
$113K – – –
CWM
111
Cranbrook Wealth Management
Michigan
$112K – – –
GWM
112
Geneos Wealth Management
Colorado
$109K – – –
BWA
113
BDO Wealth Advisors
Florida
$105K +$104K +2,000 New
WAM
114
Watermark Asset Management
California
$99K +$311 +6 +0.3%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$96K – – –
PCFFS
116
Pacific Center for Financial Services
California
$93K – – –
PFO
117
Pathstone Family Office
New Jersey
$88K +$311 +6 +0.4%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$88K +$82.9K +1,600 New
PAI
119
Pittenger & Anderson Inc
Nebraska
$87K -$7.04K -136 -8%
BAM
120
Barrett Asset Management
New York
$81K – – –
LNB
121
Ledyard National Bank
$76K – – –
ADL
122
Asset Dedication LLC
California
$63K – – –
AG
123
Advisor Group
Arizona
$54K -$54.5K -1,052 -51%
FWM
124
Focused Wealth Management
New York
$54K – – –
NSIM
125
North Star Investment Management
Illinois
$49K – – –