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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
101
Sonata Capital Group
Washington
$299K
SFG
102
SNS Financial Group
Minnesota
$297K
AG
103
Advisor Group
Arizona
$284K +$98.9K +1,784 +48%
WDL
104
Well Done LLC
Michigan
$278K
CC
105
Claybrook Capital
Massachusetts
$278K +$299K +5,386 New
SWP
106
Stratos Wealth Partners
Ohio
$276K +$25.7K +464 +10%
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$274K -$10.8K -194 -4%
SMFS
108
Squar Milner Financial Services
California
$273K
GWM
109
Greenwich Wealth Management
Connecticut
$270K
BOS
110
Bingham Osborn & Scarborough
California
$267K
FIM
111
Fernwood Investment Management
Massachusetts
$261K +$280K +5,056 New
GC
112
Grace Capital
Massachusetts
$261K +$280K +5,056 New
GC
113
Grimes & Company
Massachusetts
$259K +$279K +5,024 New
CIM
114
Cambria Investment Management
California
$257K -$92.1K -1,660 -25%
BIA
115
Bigelow Investment Advisors
Maine
$255K -$8.32K -150 -3%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$247K +$265K +4,780 New
TCOV
117
Trust Company of Vermont
Vermont
$245K -$1.11K -20 -0.4%
AWM
118
Affinity Wealth Management
Delaware
$242K +$260K +4,692 New
RC
119
RegentAtlantic Capital
New Jersey
$239K
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$234K +$33.7K +608 +15%
MGIA
121
Moneta Group Investment Advisors
Missouri
$227K +$111 +2 +0%
RG
122
Rikoon Group
New Mexico
$226K
WAG
123
Winthrop Advisory Group
Massachusetts
$226K +$243K +4,376 New
PCFFS
124
Pacific Center for Financial Services
California
$225K +$555 +10 +0.2%
DADC
125
D.A. Davidson & Co
Montana
$219K