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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$1.08M -$8.53K -100 -0.8%
MWM
127
MBE Wealth Management
Wisconsin
$1.08M -$23.3K -273 -2%
TAS
128
TIFF Advisory Services
Pennsylvania
$1.07M +$1.04M +12,195 New
LWP
129
Laurel Wealth Planning
Minnesota
$1.07M -$126K -1,472 -11%
CAN
130
Cetera Advisor Networks
California
$1.07M +$105K +1,236 +11%
GWA
131
GGM Wealth Advisors
Maryland
$1.04M +$963K +11,285 New
GT
132
Glenview Trust
Kentucky
$1.03M
Brown Advisory
133
Brown Advisory
Maryland
$1.01M -$1.02M -11,900 -51%
RCA
134
Resonant Capital Advisors
Wisconsin
$1M +$199K +2,330 +26%
SWP
135
Stratos Wealth Partners
Ohio
$968K +$151K +1,773 +19%
CAC
136
Core Alternative Capital
Georgia
$926K +$461K +5,404 +105%
CA
137
Cetera Advisors
Colorado
$919K +$44.5K +522 +5%
AFG
138
Affinia Financial Group
Massachusetts
$792K +$159K +1,860 +28%
NP
139
NorthRock Partners
Minnesota
$773K -$325K -3,810 -30%
AAS
140
Avantax Advisory Services
Texas
$758K +$26K +305 +4%
EVM
141
Eaton Vance Management
Massachusetts
$752K +$429K +5,025 +142%
ASN
142
Advisory Services Network
Georgia
$748K +$97.4K +1,142 +15%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$714K
WCM
144
WealthBridge Capital Management
Ohio
$699K +$264K +3,093 +64%
BJL
145
Brighton Jones LLC
Washington
$686K +$32.2K +377 +5%
JWCA
146
J.W. Cole Advisors
Florida
$671K +$247K +2,900 +61%
ZAM
147
Zevin Asset Management
Massachusetts
$667K
Members Trust
148
Members Trust
Florida
$664K +$195K +2,280 +43%
SAS
149
Sanford Advisory Services
Michigan
$650K -$12.4K -145 -2%
AGA
150
Arkos Global Advisors
Texas
$642K +$9.9K +116 +2%