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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Family Office
126
Pathstone Family Office
New Jersey
$236K +$225K +4,000 New
One Capital Management
127
One Capital Management
California
$234K – – –
Western Wealth Management
128
Western Wealth Management
Colorado
$233K -$14.7K -260 -6%
Tiedemann Advisors
129
Tiedemann Advisors
New York
$231K – – –
Buckingham Strategic Wealth
130
Buckingham Strategic Wealth
Missouri
$230K +$219K +3,886 New
Comerica Bank
131
Comerica Bank
Texas
$229K – – –
Advisory Alpha
132
Advisory Alpha
Michigan
$225K – – –
GWM
133
Greenwich Wealth Management
Connecticut
$221K -$84.3K -1,496 -29%
Loring Wolcott & Coolidge Fiduciary Advisors
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K +$182K +3,232 +735%
Modera Wealth Management
135
Modera Wealth Management
New Jersey
$217K +$207K +3,676 New
SCG
136
Sonata Capital Group
Washington
$216K -$121K -2,152 -37%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$216K +$206K +3,650 New
Benjamin F. Edwards & Company
138
Benjamin F. Edwards & Company
Missouri
$215K – – –
PMG
139
ProVise Management Group
Florida
$213K +$203K +3,600 New
AC
140
Alexandria Capital
Virginia
$212K +$202K +3,590 New
AIM
141
Acropolis Investment Management
Missouri
$211K – – –
WCG
142
Weaver Consulting Group
California
$210K +$197K +3,500 New
EWF
143
Epstein & White Financial
California
$209K +$198K +3,518 New
AE Wealth Management
144
AE Wealth Management
Kansas
$208K +$198K +3,518 New
Simplicity Solutions
145
Simplicity Solutions
Minnesota
$208K +$198K +3,518 New
BB&T Securities
146
BB&T Securities
Virginia
$207K +$198K +3,514 New
Focus Financial Network
147
Focus Financial Network
Minnesota
$206K +$196K +3,482 New
Crestwood Advisors Group
148
Crestwood Advisors Group
Massachusetts
$205K +$196K +3,470 New
NCM
149
New Capital Management
Texas
$164K – – –
MUFG Americas
150
MUFG Americas
New York
$163K – – –