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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
101
Bingham Osborn & Scarborough
California
$309K
BIA
102
Bigelow Investment Advisors
Maine
$304K +$299K +5,100 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$299K -$1.88K -32 -0.6%
SWP
104
Stratos Wealth Partners
Ohio
$291K +$35.2K +600 +14%
TCOV
105
Trust Company of Vermont
Vermont
$284K
RC
106
RegentAtlantic Capital
New Jersey
$277K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$269K +$28.4K +484 +12%
MGIA
108
Moneta Group Investment Advisors
Missouri
$263K
RG
109
Rikoon Group
New Mexico
$261K
PCFFS
110
Pacific Center for Financial Services
California
$260K +$352 +6 +0.1%
DADC
111
D.A. Davidson & Co
Montana
$253K -$2.11K -36 -0.8%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$2.93K -50 -1%
BBA
113
Braun-Bostich & Associates
Pennsylvania
$250K +$90.6K +1,544 +58%
HA
114
Harborview Advisors
Maine
$242K +$9.39K +160 +4%
BTS
115
BB&T Securities
Virginia
$239K +$3.4K +58 +1%
HB
116
Homrich & Berg
Georgia
$239K +$235K +4,000 New
EDRIA
117
Edmonds Duncan Registered Investment Advisors
Kansas
$235K
CIBC World Market
118
CIBC World Market
Ontario, Canada
$227K
AG
119
Advisor Group
Arizona
$222K +$118K +2,006 +118%
OCM
120
One Capital Management
California
$218K +$117 +2 +0.1%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$217K
EVM
122
Eaton Vance Management
Massachusetts
$217K
Comerica Bank
123
Comerica Bank
Texas
$216K
PMG
124
ProVise Management Group
Florida
$213K -$19.2K -328 -8%
AIM
125
Acropolis Investment Management
Missouri
$213K