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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$276K -$823K -13,444 -75%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$275K +$1.35K +22 +0.5%
Moneta Group Investment Advisors
128
Moneta Group Investment Advisors
Missouri
$272K +$122 +2 +0%
PCFFS
129
Pacific Center for Financial Services
California
$270K – – –
HA
130
Harborview Advisors
Maine
$267K – – –
Whittier Trust
131
Whittier Trust
California
$255K – – –
CCFCSB
132
Cape Cod Five Cents Savings Bank
Massachusetts
$252K -$51.7K -844 -17%
One Capital Management
133
One Capital Management
California
$245K – – –
Bartlett & Co
134
Bartlett & Co
Ohio
$240K -$2.32M -37,928 -91%
Buckingham Strategic Wealth
135
Buckingham Strategic Wealth
Missouri
$240K – – –
Bartlett & Co Wealth Management
136
Bartlett & Co Wealth Management
Ohio
$240K -$2.32M -37,928 -91%
GWM
137
Greenwich Wealth Management
Connecticut
$231K – – –
BB&T Securities
138
BB&T Securities
Virginia
$230K +$8.08K +132 +4%
Modera Wealth Management
139
Modera Wealth Management
New Jersey
$227K +$225K +3,676 New
CIBC World Market
140
CIBC World Market
Ontario, Canada
$226K – – –
Benjamin F. Edwards & Company
141
Benjamin F. Edwards & Company
Missouri
$225K – – –
SCG
142
Sonata Capital Group
Washington
$225K – – –
Miracle Mile Advisors
143
Miracle Mile Advisors
California
$224K +$14.7K +240 +7%
Brighton Jones LLC
144
Brighton Jones LLC
Washington
$223K +$122 +2 +0.1%
Johnson Investment Counsel
145
Johnson Investment Counsel
Ohio
$223K +$6.12K +100 +3%
AC
146
Alexandria Capital
Virginia
$222K – – –
EWF
147
Epstein & White Financial
California
$222K – – –
PMG
148
ProVise Management Group
Florida
$222K – – –
AIM
149
Acropolis Investment Management
Missouri
$221K – – –
Eaton Vance Management
150
Eaton Vance Management
Massachusetts
$219K – – –