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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
126
Harborview Advisors
Maine
$218K +$9.98K +180 +4%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$216K -$43.9K -792 -16%
BBA
128
Braun-Bostich & Associates
Pennsylvania
$216K – – –
Western Wealth Management
129
Western Wealth Management
Colorado
$215K +$232K +4,190 New
Homrich & Berg
130
Homrich & Berg
Georgia
$214K +$7.88K +142 +4%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$212K -$22.2K -400 -9%
Advisory Alpha
132
Advisory Alpha
Michigan
$212K +$210K +3,780 New
Comerica Bank
133
Comerica Bank
Texas
$205K -$5.88K -106 -3%
One Capital Management
134
One Capital Management
California
$204K +$16.7K +302 +8%
Tiedemann Advisors
135
Tiedemann Advisors
New York
$202K -$106K -1,904 -33%
Benjamin F. Edwards & Company
136
Benjamin F. Edwards & Company
Missouri
$188K – – –
AIM
137
Acropolis Investment Management
Missouri
$184K – – –
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$170K +$776 +14 +0.4%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$162K +$115K +2,072 +195%
NCM
140
New Capital Management
Texas
$143K – – –
MUFG Americas
141
MUFG Americas
New York
$142K – – –
RTC
142
Riverview Trust Company
Washington
$141K +$151K +2,730 New
OC
143
Oakworth Capital
Alabama
$137K – – –
WAM
144
Watermark Asset Management
California
$126K +$20K +360 +17%
FFW
145
Fusion Family Wealth
New York
$124K – – –
KCM
146
Karp Capital Management
California
$117K +$125K +2,260 New
CCM
147
Cribstone Capital Management
Maine
$116K -$1.11K -20 -0.9%
AWM
148
AllSquare Wealth Management
New York
$111K -$24.2K -436 -17%
Brinker Capital Investments
149
Brinker Capital Investments
Pennsylvania
$111K – – –
CWM
150
Cranbrook Wealth Management
Michigan
$110K – – –