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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$2.52M -$377K -3,074 -13%
CAM
102
Cresset Asset Management
Illinois
$2.4M -$8.83K -72 -0.4%
FPF
103
First Pacific Financial
Washington
$2.38M +$956K +7,792 +66%
CWM
104
Cornerstone Wealth Management
Missouri
$2.38M -$137K -1,114 -5%
CB
105
Commerce Bank
Missouri
$2.23M
RCS
106
Retirement Capital Strategies
California
$2.21M -$14.7K -120 -0.7%
AWM
107
Aprio Wealth Management
Georgia
$2.17M +$300K +2,446 +16%
P
108
&Partners
Tennessee
$2.13M +$936K +7,628 +78%
NP
109
NorthRock Partners
Minnesota
$2.13M +$45.4K +370 +2%
CCM
110
Colorado Capital Management
Colorado
$2.12M -$221K -1,801 -10%
OWA
111
One Wealth Advisors
California
$2.11M -$2.82K -23 -0.1%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.1M
NCTC
113
New Covenant Trust Company
Indiana
$2.03M -$66.1K -539 -3%
FWM
114
Fingerlakes Wealth Management
New York
$2.01M +$82.7K +674 +4%
OCM
115
One Capital Management
California
$2M -$9.94K -81 -0.5%
JWCA
116
J.W. Cole Advisors
Florida
$1.97M -$25.3K -206 -1%
HWM
117
HB Wealth Management
Georgia
$1.9M +$123 +1 +0%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$1.87M +$583K +4,749 +45%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1.87M -$1.96K -16 -0.1%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.86M +$707K +5,765 +60%
LGWM
121
Litman Gregory Wealth Management
California
$1.83M -$12.3K -100 -0.7%
MIA
122
Milestone Investment Advisors
Wisconsin
$1.82M -$8.71K -71 -0.5%
BAAM
123
Baker Avenue Asset Management
California
$1.79M -$24.9K -203 -1%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.76M -$3.8K -31 -0.2%
SFA
125
Sequoia Financial Advisors
Ohio
$1.76M -$299K -2,434 -14%