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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Rikoon Group
New Mexico
$248K +$247K +4,380 New
PCFFS
102
Pacific Center for Financial Services
California
$245K +$73.6K +1,308 +43%
SWP
103
Stratos Wealth Partners
Ohio
$242K +$2.25K +40 +0.9%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$241K +$1.35K +24 +0.6%
DADC
105
D.A. Davidson & Co
Montana
$241K +$1.91K +34 +0.8%
PAG
106
Private Advisor Group
New Jersey
$237K -$228K -4,056 -49%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$227K +$1.13K +20 +0.5%
Comerica Bank
108
Comerica Bank
Texas
$226K
BTS
109
BB&T Securities
Virginia
$223K +$4.95K +88 +2%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$222K
PMG
111
ProVise Management Group
Florida
$219K
HA
112
Harborview Advisors
Maine
$219K +$219K +3,888 New
CIBC World Market
113
CIBC World Market
Ontario, Canada
$214K +$214K +3,796 New
OCM
114
One Capital Management
California
$206K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$205K
EVM
116
Eaton Vance Management
Massachusetts
$205K
MFS
117
McNamara Financial Services
Massachusetts
$202K -$9.12K -162 -4%
CAG
118
Crestwood Advisors Group
Massachusetts
$202K +$195K +3,470 New
CA
119
Callahan Advisors
Texas
$201K -$28.1K -500 -12%
AIM
120
Acropolis Investment Management
Missouri
$201K
NCM
121
New Capital Management
Texas
$157K
MA
122
MUFG Americas
New York
$155K
OC
123
Oakworth Capital
Alabama
$150K +$10.7K +190 +8%
BBA
124
Braun-Bostich & Associates
Pennsylvania
$150K +$15.1K +268 +11%
FFW
125
Fusion Family Wealth
New York
$141K -$33.8K -600 -19%