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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cranbrook Wealth Management
Michigan
$119K
BWA
127
BDO Wealth Advisors
Florida
$111K
GWM
128
Geneos Wealth Management
Colorado
$111K
WAM
129
Watermark Asset Management
California
$106K +$228 +4 +0.2%
SEIA
130
Signature Estate & Investment Advisors
California
$102K -$123K -2,166 -54%
AG
131
Advisor Group
Arizona
$93K +$27.5K +484 +40%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K +$80.9K +1,422 +547%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$89K
BAM
134
Barrett Asset Management
New York
$86K
SWM
135
SeaCrest Wealth Management
New York
$86K
LNB
136
Ledyard National Bank
$81K
PAI
137
Pittenger & Anderson Inc
Nebraska
$77K -$10.8K -190 -12%
SPIA
138
Steward Partners Investment Advisory
New York
$73K
IA
139
IFP Advisors
Florida
$70K
MCWS
140
McKinley Carter Wealth Services
West Virginia
$68K +$69.6K +1,224 New
FEG
141
Financial Enhancement Group
Indiana
$67K +$68.8K +1,210 New
LFA
142
Legacy Financial Advisors
Kentucky
$59K +$1.37K +24 +2%
FWM
143
Focused Wealth Management
New York
$58K
FHA
144
First Horizon Advisors
Tennessee
$57K +$58.5K +1,028 New
NSIM
145
North Star Investment Management
Illinois
$53K
ADL
146
Asset Dedication LLC
California
$51K -$15.9K -280 -23%
CAC
147
Certified Advisory Corp
Florida
$44K +$34.6K +608 +304%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$43K -$45.5K -800 -50%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$43K +$44.8K +788 New
HI
150
Hudock Inc
Pennsylvania
$42K +$40.3K +708 +1,106%