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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$2.77M -$2.21K -16 -0.1%
MMA
102
Miracle Mile Advisors
California
$2.75M -$96.7K -700 -3%
AF
103
Allworth Financial
California
$2.75M -$159K -1,152 -6%
CAG
104
Crestwood Advisors Group
Massachusetts
$2.68M
ADL
105
Asset Dedication LLC
California
$2.62M +$77.3K +560 +3%
FWM
106
Fingerlakes Wealth Management
New York
$2.57M +$122K +887 +5%
William Blair & Company
107
William Blair & Company
Illinois
$2.57M -$16.6K -120 -0.6%
CB
108
Commerce Bank
Missouri
$2.55M
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$2.41M -$236K -1,711 -9%
ECA
110
Elevation Capital Advisory
Oregon
$2.33M -$4.64M -33,574 -67%
OWA
111
One Wealth Advisors
California
$2.27M -$110K -794 -5%
Corient Private Wealth
112
Corient Private Wealth
Florida
$2.25M +$45.6K +330 +2%
CWM
113
Cornerstone Wealth Management
Missouri
$2.24M -$9.11K -66 -0.4%
WFAG
114
Wescott Financial Advisory Group
Pennsylvania
$2.23M +$157K +1,135 +8%
GA
115
GoalVest Advisory
New York
$2.18M +$208K +1,506 +11%
CPIG
116
Chicago Partners Investment Group
Illinois
$2.14M +$86.2K +624 +4%
LGWM
117
Litman Gregory Wealth Management
California
$2.04M -$10.4K -75 -0.5%
IWC
118
Integrated Wealth Concepts
Massachusetts
$2.02M -$27.6K -200 -1%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$2.01M +$264K +1,910 +15%
Vanguard Personalized Indexing Management
120
Vanguard Personalized Indexing Management
California
$2.01M
FPF
121
First Pacific Financial
Washington
$1.96M +$2.48K +18 +0.1%
NCTC
122
New Covenant Trust Company
Indiana
$1.96M -$57.2K -414 -3%
3AM
123
3EDGE Asset Management
Florida
$1.95M -$233K -1,691 -11%
ECM
124
Evergreen Capital Management
Washington
$1.95M -$4.97K -36 -0.3%
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$1.95M -$45.3K -328 -2%