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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Advisor Group
101
Advisor Group
Arizona
$346K +$20.7K +368 +7%
SNS Financial Group
102
SNS Financial Group
Minnesota
$340K – – –
Parallel Advisors
103
Parallel Advisors
California
$329K -$15.8K -280 -5%
Avantax Advisory Services
104
Avantax Advisory Services
Texas
$326K +$311K +5,512 New
WDL
105
Well Done LLC
Michigan
$318K – – –
Stratos Wealth Partners
106
Stratos Wealth Partners
Ohio
$316K – – –
SMFS
107
Squar Milner Financial Services
California
$313K – – –
FPFS
108
First Personal Financial Services
North Carolina
$311K -$39.7K -704 -12%
CCFCSB
109
Cape Cod Five Cents Savings Bank
Massachusetts
$303K -$10.4K -184 -3%
FIM
110
Fernwood Investment Management
Massachusetts
$299K – – –
GC
111
Grace Capital
Massachusetts
$299K – – –
CIM
112
Cambria Investment Management
California
$295K – – –
Colony Group
113
Colony Group
Massachusetts
$290K -$97.1K -1,722 -26%
Wilbanks Smith & Thomas Asset Management
114
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$271K +4,806 New
TCOV
115
Trust Company of Vermont
Vermont
$281K – – –
RegentAtlantic Capital
116
RegentAtlantic Capital
New Jersey
$274K – – –
WAG
117
Winthrop Advisory Group
Massachusetts
$273K +$11.6K +206 +5%
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$269K – – –
D.A. Davidson & Co
119
D.A. Davidson & Co
Montana
$263K +$12.1K +214 +5%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$263K +$138K +2,442 +122%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$263K +$251K +4,452 New
Moneta Group Investment Advisors
122
Moneta Group Investment Advisors
Missouri
$260K -$225 -4 -0.1%
PCFFS
123
Pacific Center for Financial Services
California
$258K +$225 +4 +0.1%
HA
124
Harborview Advisors
Maine
$257K +$6.65K +118 +3%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$248K – – –