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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Crestwood Advisors Group
Massachusetts
$207K
EWF
127
Epstein & White Financial
California
$203K +$199K +3,398 New
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$196K +$98.9K +1,686 +105%
NCM
129
New Capital Management
Texas
$166K
MA
130
MUFG Americas
New York
$164K
OC
131
Oakworth Capital
Alabama
$159K
AWM
132
AllSquare Wealth Management
New York
$155K +$10.2K +174 +7%
FFW
133
Fusion Family Wealth
New York
$143K -$5.87K -100 -4%
CCM
134
Cribstone Capital Management
Maine
$135K -$587 -10 -0.4%
BCI
135
Brinker Capital Investments
Pennsylvania
$129K
CWM
136
Cranbrook Wealth Management
Michigan
$128K
WAM
137
Watermark Asset Management
California
$124K +$9.39K +160 +8%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$120K
BWA
139
BDO Wealth Advisors
Florida
$119K
GWM
140
Geneos Wealth Management
Colorado
$119K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$23.5K -400 -17%
BAM
142
Barrett Asset Management
New York
$104K -$2.93K -50 -3%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$101K +$99.7K +1,700 New
SWM
144
SeaCrest Wealth Management
New York
$92K
LNB
145
Ledyard National Bank
$87K
SPIA
146
Steward Partners Investment Advisory
New York
$82K
GAM
147
Gemmer Asset Management
California
$74K -$14.2K -242 -16%
LFA
148
Legacy Financial Advisors
Kentucky
$63K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$63K +$24.6K +420 +65%
IA
150
IFP Advisors
Florida
$58K