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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
126
Winthrop Advisory Group
Massachusetts
$1.49M -$10.9K -112 -0.7%
BPA
127
Beacon Pointe Advisors
California
$1.42M +$1.42M +14,657 New
AWM
128
Axxcess Wealth Management
California
$1.39M +$97.1K +1,002 +8%
FCH
129
Freestone Capital Holdings
Washington
$1.38M +$138K +1,419 +11%
TFS
130
Thoroughbred Financial Services
Tennessee
$1.38M +$466K +4,808 +51%
RG
131
Rathbones Group
United Kingdom
$1.36M -$446K -4,600 -25%
EWM
132
Evercore Wealth Management
New York
$1.33M
AIP
133
Ameritas Investment Partners
Nebraska
$1.32M -$469K -4,840 -26%
UCFA
134
United Capital Financial Advisors
Texas
$1.3M -$132K -1,367 -9%
BFA
135
Bluestem Financial Advisors
Illinois
$1.3M
PFO
136
Pathstone Family Office
New Jersey
$1.28M +$124K +1,277 +11%
CA
137
Cetera Advisors
Colorado
$1.28M -$14.2K -147 -1%
GAM
138
Gould Asset Management
California
$1.27M -$48K -495 -4%
Jane Street
139
Jane Street
New York
$1.27M +$1.27M +13,072 New
HWA
140
Hilltop Wealth Advisors
North Carolina
$1.26M +$169K +1,739 +15%
APP
141
Avantax Planning Partners
Iowa
$1.25M -$11.7K -121 -0.9%
5L
142
55I LLC
Massachusetts
$1.24M +$248K +2,555 +25%
OFG
143
Oxford Financial Group
Indiana
$1.24M +$634K +6,544 +105%
RCA
144
Resonant Capital Advisors
Wisconsin
$1.23M
TF
145
TIAA FSB
Florida
$1.23M -$137K -1,416 -10%
WB
146
WesBanco Bank
West Virginia
$1.21M +$4.84K +50 +0.4%
RZH
147
Relyea Zuckerberg Hanson
Connecticut
$1.21M +$42.1K +434 +4%
ASN
148
Advisory Services Network
Georgia
$1.2M +$70.4K +726 +6%
AFG
149
Affinia Financial Group
Massachusetts
$1.2M +$143K +1,474 +13%
FWM
150
Fingerlakes Wealth Management
New York
$1.19M -$194 -2 -0%