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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$218K +$213K +3,934 New
PMG
102
ProVise Management Group
Florida
$215K +$759 +14 +0.4%
OCM
103
One Capital Management
California
$209K +$204K +3,772 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$203K -$617K -11,386 -76%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$202K
EVM
106
Eaton Vance Management
Massachusetts
$202K +$197K +3,630 New
BTS
107
BB&T Securities
Virginia
$201K +$197K +3,630 New
AIM
108
Acropolis Investment Management
Missouri
$198K +$194K +3,570 New
FFW
109
Fusion Family Wealth
New York
$172K
NCM
110
New Capital Management
Texas
$154K
MA
111
MUFG Americas
New York
$153K
PCFFS
112
Pacific Center for Financial Services
California
$140K +$40.2K +742 +42%
OC
113
Oakworth Capital
Alabama
$136K +$1.52K +28 +1%
AWM
114
AllSquare Wealth Management
New York
$134K
CCM
115
Cribstone Capital Management
Maine
$130K -$3.25K -60 -2%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$13.9K -256 -10%
BCI
117
Brinker Capital Investments
Pennsylvania
$120K
CWM
118
Cranbrook Wealth Management
Michigan
$119K
GWM
119
Geneos Wealth Management
Colorado
$111K -$5.1K -94 -4%
BWA
120
BDO Wealth Advisors
Florida
$111K
WAM
121
Watermark Asset Management
California
$106K +$867 +16 +0.8%
MGIA
122
Moneta Group Investment Advisors
Missouri
$99K +$96.5K +1,780 New
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$89K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$89K +$86.7K +1,600 New
PAI
125
Pittenger & Anderson Inc
Nebraska
$88K -$4.99K -92 -6%