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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$1.69M +$622K +7,242 +60%
OCM
102
One Capital Management
California
$1.62M
MCCA
103
Mill Creek Capital Advisors
Pennsylvania
$1.61M +$3.69K +43 +0.2%
BAAM
104
Baker Avenue Asset Management
California
$1.6M +$200K +2,326 +15%
AWS
105
AJ Wealth Strategies
New York
$1.59M
BDFN
106
Bond & Devick Financial Network
Minnesota
$1.57M -$14.9K -173 -1%
TC
107
Trust Company
Kansas
$1.56M -$67.8K -789 -4%
OWA
108
One Wealth Advisors
California
$1.54M -$31.3K -364 -2%
Corient Private Wealth
109
Corient Private Wealth
Florida
$1.51M +$612K +7,125 +71%
HWM
110
HB Wealth Management
Georgia
$1.45M -$5.33K -62 -0.4%
AFG
111
Affinia Financial Group
Massachusetts
$1.43M +$81.9K +953 +6%
BIA
112
Bigelow Investment Advisors
Maine
$1.41M -$256K -2,974 -16%
WAG
113
Winthrop Advisory Group
Massachusetts
$1.4M -$20.6K -240 -1%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.4M -$61K -710 -4%
Citigroup
115
Citigroup
New York
$1.4M -$668K -7,776 -33%
JWCA
116
J.W. Cole Advisors
Florida
$1.4M -$32K -372 -2%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$427K +4,966 +45%
GAM
118
Gould Asset Management
California
$1.31M -$15.5K -180 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$1.3M -$15K -175 -1%
IFAM
120
Institutional & Family Asset Management
Colorado
$1.28M +$62.8K +731 +5%
CA
121
Cetera Advisors
Colorado
$1.27M +$44.3K +515 +4%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$1.26M +$319K +3,714 +35%
AWM
123
Aprio Wealth Management
Georgia
$1.26M +$220K +2,561 +22%
RG
124
Rathbones Group
United Kingdom
$1.23M
EH
125
Equitable Holdings
New York
$1.23M +$92.2K +1,073 +8%