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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
101
Baker Avenue Asset Management
California
$1.81M +$26.2K +265 +1%
MA
102
Mutual Advisors
Nebraska
$1.81M +$137K +1,388 +8%
Stifel Financial
103
Stifel Financial
Missouri
$1.77M +$65.7K +665 +4%
CCA
104
Cobblestone Capital Advisors
New York
$1.76M
PCG
105
Private Capital Group
Connecticut
$1.75M
AWS
106
AJ Wealth Strategies
New York
$1.74M
SPC
107
Sigma Planning Corp
Michigan
$1.71M +$265K +2,679 +18%
LGWM
108
Litman Gregory Wealth Management
California
$1.67M +$1.57M +15,869 +1,009%
SIM
109
Seaview Investment Managers
Florida
$1.67M +$1.72M +17,434 New
FIG
110
FundX Investment Group
California
$1.57M
CA
111
Cetera Advisors
Colorado
$1.49M +$396K +4,009 +35%
WAG
112
Winthrop Advisory Group
Massachusetts
$1.49M +$72.6K +735 +5%
RWM
113
Ritholtz Wealth Management
New York
$1.47M +$71.2K +721 +5%
CG
114
Colony Group
Massachusetts
$1.47M -$44.4K -449 -3%
PPA
115
Parametric Portfolio Associates
Washington
$1.45M +$78.1K +790 +6%
UCFA
116
United Capital Financial Advisors
Texas
$1.44M +$99 +1 +0%
BIA
117
Bigelow Investment Advisors
Maine
$1.44M +$244K +2,468 +20%
CPIG
118
Chicago Partners Investment Group
Illinois
$1.38M
TF
119
TIAA FSB
Florida
$1.36M -$3.46K -35 -0.2%
FCH
120
Freestone Capital Holdings
Washington
$1.35M -$85.8K -868 -6%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$1.33M -$682K -6,904 -33%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$1.33M +$27.3K +276 +2%
EWM
123
Evercore Wealth Management
New York
$1.32M -$687K -6,950 -34%
GAM
124
Gould Asset Management
California
$1.32M -$14.8K -150 -1%
BFA
125
Bluestem Financial Advisors
Illinois
$1.32M