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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
126
Resonant Capital Advisors
Wisconsin
$1.86M +$3.54K +24 +0.2%
GAM
127
Gould Asset Management
California
$1.84M -$221K -1,495 -11%
TC
128
Trust Company
Kansas
$1.83M -$277K -1,879 -14%
ACA
129
Aptus Capital Advisors
Alabama
$1.82M – – –
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.8M +$326K +2,207 +23%
APP
131
Avantax Planning Partners
Iowa
$1.8M – – –
Corient Private Wealth
132
Corient Private Wealth
Florida
$1.77M -$399K -2,705 -19%
BAAM
133
Baker Avenue Asset Management
California
$1.76M -$122K -828 -7%
BFA
134
Bluestem Financial Advisors
Illinois
$1.68M – – –
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.67M +$148 +1 +0%
Members Trust
136
Members Trust
Florida
$1.66M +$165K +1,119 +12%
BDFN
137
Bond & Devick Financial Network
Minnesota
$1.64M +$19K +129 +1%
MCM
138
MAI Capital Management
Ohio
$1.63M +$834K +5,646 +114%
HFA
139
Hershey Financial Advisers
Pennsylvania
$1.63M +$1.56M +10,571 New
EWA
140
EP Wealth Advisors
California
$1.58M +$751K +5,086 +99%
WT
141
WHI Trust
Illinois
$1.54M – – –
BIA
142
Bigelow Investment Advisors
Maine
$1.54M -$35.9K -243 -2%
SWA
143
SOA Wealth Advisors
New York
$1.53M – – –
NL
144
NEPC LLC
Massachusetts
$1.53M – – –
CL
145
Choreo LLC
Illinois
$1.52M -$18.8K -127 -1%
SWM
146
SK Wealth Management
Rhode Island
$1.52M +$131K +886 +10%
EPW
147
Evolve Private Wealth
California
$1.51M -$23.6K -160 -2%
JWCA
148
J.W. Cole Advisors
Florida
$1.5M +$1.44M +9,742 New
PPA
149
Pilgrim Partners Asia
Singapore
$1.48M – – –
CCM
150
Colorado Capital Management
Colorado
$1.47M -$310K -2,097 -18%