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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$704K +$91.8K +1,174 +16%
AAS
127
Avantax Advisory Services
Texas
$686K -$381K -4,875 -37%
PBO
128
Peoples Bank (Ohio)
Ohio
$679K -$31.9K -408 -5%
PFO
129
Pathstone Family Office
New Jersey
$671K -$140K -1,786 -18%
SFS
130
Sowell Financial Services
Arkansas
$666K -$89.6K -1,146 -12%
AAP
131
Arax Advisory Partners
Colorado
$636K
ZAM
132
Zevin Asset Management
Massachusetts
$626K -$93.8K -1,200 -14%
SAS
133
Sanford Advisory Services
Michigan
$622K +$590K +7,548 New
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$615K
BJL
135
Brighton Jones LLC
Washington
$612K -$565K -7,228 -49%
ASN
136
Advisory Services Network
Georgia
$607K +$269K +3,444 +88%
PSC
137
Prentiss Smith & Co
Vermont
$599K +$42.8K +547 +8%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$595K
AGA
139
Arkos Global Advisors
Texas
$593K -$47.1K -602 -8%
BOS
140
Bingham Osborn & Scarborough
California
$588K -$5.47K -70 -1%
MFA
141
McClarren Financial Advisors
Pennsylvania
$558K +$531K +6,788 New
AFG
142
Affinia Financial Group
Massachusetts
$552K +$35.1K +449 +7%
QCM
143
Quest Capital Management
Texas
$552K +$524K +6,700 New
BB
144
Bell Bank
North Dakota
$550K -$45.5K -582 -8%
PGA
145
Portland Global Advisors
Maine
$539K
WWM
146
Western Wealth Management
Colorado
$539K +$51.9K +664 +11%
SPL
147
Smart Portfolios LLC
Washington
$536K +$93.5K +1,196 +23%
OFG
148
Oxford Financial Group
Indiana
$533K
Bank of New York Mellon
149
Bank of New York Mellon
New York
$527K -$305K -3,899 -38%
MGIA
150
Moneta Group Investment Advisors
Missouri
$520K +$391 +5 +0.1%