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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Barrett Asset Management
New York
$86K
SWM
127
SeaCrest Wealth Management
New York
$86K +$83.7K +1,544 New
LNB
128
Ledyard National Bank
$81K
SPIA
129
Steward Partners Investment Advisory
New York
$73K +$65.1K +1,200 +1,000%
IA
130
IFP Advisors
Florida
$70K +$30.2K +558 +79%
ADL
131
Asset Dedication LLC
California
$67K
AG
132
Advisor Group
Arizona
$67K +$10.8K +200 +20%
FWM
133
Focused Wealth Management
New York
$58K
LFA
134
Legacy Financial Advisors
Kentucky
$57K +$56.5K +1,042 New
NSIM
135
North Star Investment Management
Illinois
$53K +$325 +6 +0.6%
WEC
136
Winslow Evans & Crocker
Massachusetts
$33.3K
1IA
137
1834 Investment Advisors
Wisconsin
$33K +$32.5K +600 New
FAAS
138
First Allied Advisory Services
California
$32K +$31.4K +580 New
IWM
139
IHT Wealth Management
Illinois
$28K +$26.6K +490 New
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$27K +$217 +4 +0.8%
MSA
141
Marino Stram & Associates
Massachusetts
$26K +$24.9K +460 New
ATC
142
Adirondack Trust Company
New York
$22K
TC
143
Trust Company
Kansas
$20K
PG
144
Patten Group
Tennessee
$14K
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$7.92K +146 +128%
FFG
146
Ford Financial Group
California
$14K +$13.7K +252 New
ST
147
Smithfield Trust
Pennsylvania
$11K
CAC
148
Certified Advisory Corp
Florida
$11K +$10.8K +200 New
BlackRock
149
BlackRock
New York
$9K +$1.95K +36 +30%
APA
150
American Portfolios Advisors
New York
$6.66K +$6.5K +120 New