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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Glenview Trust
Kentucky
$866K
TA
102
Tiedemann Advisors
New York
$864K
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$863K +$46.7K +646 +6%
IFAM
104
Institutional & Family Asset Management
Colorado
$863K -$54.5K -754 -6%
SFSG
105
Stearns Financial Services Group
North Carolina
$837K -$48.8K -676 -6%
JFA
106
JNBA Financial Advisors
Minnesota
$826K +$20.8K +288 +3%
GWM
107
Greenwich Wealth Management
Connecticut
$822K -$238K -3,296 -23%
VCM
108
Vivaldi Capital Management
Illinois
$820K
BIA
109
Bigelow Investment Advisors
Maine
$815K +$85.8K +1,188 +12%
NP
110
NorthRock Partners
Minnesota
$802K +$433 +6 +0.1%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$758K
MWM
112
MBE Wealth Management
Wisconsin
$755K
CA
113
Cetera Advisors
Colorado
$731K -$45.9K -636 -6%
PFO
114
Pathstone Family Office
New Jersey
$730K -$148K -2,046 -17%
CAN
115
Cetera Advisor Networks
California
$724K +$171K +2,364 +32%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$688K
SFS
117
Sowell Financial Services
Arkansas
$680K -$83.3K -1,154 -11%
SWP
118
Stratos Wealth Partners
Ohio
$679K -$167K -2,306 -20%
ZAM
119
Zevin Asset Management
Massachusetts
$647K +$636K +8,800 New
PBO
120
Peoples Bank (Ohio)
Ohio
$637K -$19.6K -272 -3%
3AM
121
3EDGE Asset Management
Florida
$607K -$216K -2,988 -27%
Stifel Financial
122
Stifel Financial
Missouri
$600K -$273K -3,784 -32%
AGA
123
Arkos Global Advisors
Texas
$574K +$564K +7,802 New
AAP
124
Arax Advisory Partners
Colorado
$568K +$558K +7,720 New
CIBC Asset Management
125
CIBC Asset Management
Ontario, Canada
$549K