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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Coldstream Capital Management
Washington
$542K -$414K -6,472 -44%
CAN
102
Cetera Advisor Networks
California
$521K +$5.75K +90 +1%
PSUF
103
People's United Financial
Connecticut
$513K +$489K +7,654 New
CIBC Asset Management
104
CIBC Asset Management
Ontario, Canada
$501K
OFG
105
Oxford Financial Group
Indiana
$492K
BOS
106
Bingham Osborn & Scarborough
California
$490K +$1.02K +16 +0.2%
PCM
107
Parsons Capital Management
Rhode Island
$473K
BB
108
Bell Bank
North Dakota
$465K
SPIA
109
Steward Partners Investment Advisory
New York
$465K +$126K +1,966 +40%
Citadel Advisors
110
Citadel Advisors
Florida
$458K +$437K +6,830 New
AAS
111
Avantax Advisory Services
Texas
$440K +$70.7K +1,106 +20%
PGA
112
Portland Global Advisors
Maine
$439K
WB
113
WesBanco Bank
West Virginia
$436K
WAG
114
Winthrop Advisory Group
Massachusetts
$432K +$26.9K +420 +7%
RWM
115
Ritholtz Wealth Management
New York
$423K -$28.6K -448 -7%
3AM
116
3EDGE Asset Management
Florida
$414K +$395K +6,182 New
RC
117
RegentAtlantic Capital
New Jersey
$412K
DADC
118
D.A. Davidson & Co
Montana
$412K +$82.6K +1,292 +27%
SFG
119
SNS Financial Group
Minnesota
$408K +$21.4K +334 +6%
CONA
120
Capital One National Association
New York
$384K +$367K +5,734 New
FIM
121
Fernwood Investment Management
Massachusetts
$383K +$41.9K +656 +13%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$377K +$359K +5,620 New
PA
123
Parallel Advisors
California
$374K -$311K -4,864 -47%
FWCM
124
Ferguson Wellman Capital Management
Oregon
$363K +$346K +5,416 New
WDL
125
Well Done LLC
Michigan
$361K