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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bigelow Investment Advisors
Maine
$441K +$31K +518 +8%
PCM
102
Parsons Capital Management
Rhode Island
$423K +$359 +6 +0.1%
RWM
103
Ritholtz Wealth Management
New York
$412K +$24.5K +410 +6%
AIP
104
Ameritas Investment Partners
Nebraska
$401K +$395K +6,594 New
PGA
105
Portland Global Advisors
Maine
$399K
AIC
106
Ameritas Investment Company
Nebraska
$386K +$379K +6,338 New
FDCC
107
Foster Dykema Cabot & Co
Massachusetts
$380K
AG
108
Advisor Group
Arizona
$376K +$19.3K +322 +5%
WAG
109
Winthrop Advisory Group
Massachusetts
$366K +$85.6K +1,430 +31%
SFG
110
SNS Financial Group
Minnesota
$350K
AAS
111
Avantax Advisory Services
Texas
$329K -$6.34K -106 -2%
WDL
112
Well Done LLC
Michigan
$328K
SWP
113
Stratos Wealth Partners
Ohio
$326K +$120 +2 +0%
SMFS
114
Squar Milner Financial Services
California
$323K
FPFS
115
First Personal Financial Services
North Carolina
$320K
WB
116
WesBanco Bank
West Virginia
$313K +$308K +5,146 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$310K +$38.9K +650 +15%
FIM
118
Fernwood Investment Management
Massachusetts
$308K
GC
119
Grace Capital
Massachusetts
$308K
DADC
120
D.A. Davidson & Co
Montana
$305K +$33.1K +554 +12%
CIM
121
Cambria Investment Management
California
$304K
SPIA
122
Steward Partners Investment Advisory
New York
$302K +$297K +4,970 New
CCFCSB
123
Cape Cod Five Cents Savings Bank
Massachusetts
$299K -$12.3K -206 -4%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$293K
TCOV
125
Trust Company of Vermont
Vermont
$292K +$3.59K +60 +1%