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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Commerce Bank
Missouri
$2.06M
BAAM
102
Baker Avenue Asset Management
California
$2.03M -$62.6K -578 -3%
CPC
103
Consolidated Planning Corp
Georgia
$2.02M -$2.55M -23,505 -57%
OWA
104
One Wealth Advisors
California
$1.99M +$15.5K +143 +0.8%
Corient Private Wealth
105
Corient Private Wealth
Florida
$1.97M +$434 +4 +0%
NCTC
106
New Covenant Trust Company
Indiana
$1.96M +$31.4K +290 +2%
SFA
107
Sequoia Financial Advisors
Ohio
$1.95M -$25K -231 -1%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$1.94M
OCM
109
One Capital Management
California
$1.86M +$10.1K +93 +0.6%
HWA
110
Hilltop Wealth Advisors
North Carolina
$1.82M -$135K -1,247 -7%
JWCA
111
J.W. Cole Advisors
Florida
$1.79M -$88.3K -815 -5%
OIA
112
OneDigital Investment Advisors
Kansas
$1.79M +$239K +2,202 +16%
FSA
113
Financial Services Advisory
Maryland
$1.78M -$862K -7,958 -33%
SWP
114
Stratos Wealth Partners
Ohio
$1.77M -$260K -2,403 -13%
HWM
115
HB Wealth Management
Georgia
$1.76M +$42.9K +396 +3%
MIA
116
Milestone Investment Advisors
Wisconsin
$1.72M -$87.6K -808 -5%
AWM
117
Aprio Wealth Management
Georgia
$1.71M +$9.54K +88 +0.6%
LGWM
118
Litman Gregory Wealth Management
California
$1.7M
B
119
Birchbrook
Maine
$1.68M -$63.8K -589 -4%
NP
120
NorthRock Partners
Minnesota
$1.67M -$4.77K -44 -0.3%
ECM
121
Evergreen Capital Management
Washington
$1.66M
Renaissance Technologies
122
Renaissance Technologies
New York
$1.65M -$1.76M -16,200 -52%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.65M -$61.9K -571 -4%
WAG
124
Winthrop Advisory Group
Massachusetts
$1.64M +$34K +314 +2%
BIA
125
Bigelow Investment Advisors
Maine
$1.6M -$83.1K -767 -5%