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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$236K +$225K +4,000 New
OCM
127
One Capital Management
California
$234K
WWM
128
Western Wealth Management
Colorado
$233K -$14.7K -260 -6%
TA
129
Tiedemann Advisors
New York
$231K
BSW
130
Buckingham Strategic Wealth
Missouri
$230K +$219K +3,886 New
Comerica Bank
131
Comerica Bank
Texas
$229K
AA
132
Advisory Alpha
Michigan
$225K
GWM
133
Greenwich Wealth Management
Connecticut
$221K -$84.3K -1,496 -29%
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K +$182K +3,232 +735%
MWM
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
BFEC
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
AWM
144
AE Wealth Management
Kansas
$208K +$198K +3,518 New
SS
145
Simplicity Solutions
Minnesota
$208K +$198K +3,518 New
BTS
146
BB&T Securities
Virginia
$207K +$198K +3,514 New
FFN
147
Focus Financial Network
Minnesota
$206K +$196K +3,482 New
CAG
148
Crestwood Advisors Group
Massachusetts
$205K +$196K +3,470 New
NCM
149
New Capital Management
Texas
$164K
MA
150
MUFG Americas
New York
$163K