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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
VERITY Wealth Advisors
United States
$2.4M
CAC
102
Core Alternative Capital
Georgia
$2.33M -$72.9K -709 -3%
CWM
103
Cornerstone Wealth Management
Missouri
$2.32M +$125K +1,214 +6%
MMA
104
Miracle Mile Advisors
California
$2.27M +$153K +1,484 +7%
Stifel Financial
105
Stifel Financial
Missouri
$2.27M +$298K +2,898 +16%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$2.24M +$57.6K +560 +3%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$2.1M +20,465 New
MCM
108
Manchester Capital Management
Vermont
$2.11M
SCA
109
Snowden Capital Advisors
New York
$2.08M +$8.94K +87 +0.4%
HWM
110
HB Wealth Management
Georgia
$2.08M +$2.01M +19,534 New
DAS
111
Dynamic Advisor Solutions
Arizona
$2.06M -$210K -2,044 -10%
HI
112
Harbour Investments
Wisconsin
$2.04M -$115K -1,119 -6%
CB
113
Commerce Bank
Missouri
$2.03M
SPC
114
Sigma Planning Corp
Michigan
$2M +$102K +991 +6%
RG
115
Rathbones Group
United Kingdom
$1.98M -$185K -1,800 -9%
BAAM
116
Baker Avenue Asset Management
California
$1.97M -$37.8K -368 -2%
AIP
117
Ameritas Investment Partners
Nebraska
$1.97M -$54.6K -531 -3%
AWS
118
AJ Wealth Strategies
New York
$1.92M
FAFN
119
First Affirmative Financial Network
Colorado
$1.91M +$1.51M +14,711 +446%
PCG
120
Private Capital Group
Connecticut
$1.91M -$20.6K -200 -1%
BDFN
121
Bond & Devick Financial Network
Minnesota
$1.84M -$169K -1,640 -9%
LGWM
122
Litman Gregory Wealth Management
California
$1.84M -$9.97K -97 -0.6%
CCA
123
Cobblestone Capital Advisors
New York
$1.84M -$105K -1,021 -6%
CG
124
Colony Group
Massachusetts
$1.83M +$206K +2,006 +13%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$1.75M +$1.43M +13,920 +548%