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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cetera Advisors
Colorado
$997K +$23.1K +271 +2%
UCFA
127
United Capital Financial Advisors
Texas
$993K -$33.6K -395 -3%
TF
128
TIAA FSB
Florida
$984K
GAM
129
Gould Asset Management
California
$978K -$12.3K -145 -1%
APP
130
Avantax Planning Partners
Iowa
$977K
RCA
131
Resonant Capital Advisors
Wisconsin
$964K
EH
132
Equitable Holdings
New York
$961K +$128K +1,501 +13%
FCH
133
Freestone Capital Holdings
Washington
$952K -$300K -3,531 -22%
AAS
134
Avantax Advisory Services
Texas
$937K -$13.7K -161 -1%
CCFM
135
Clear Creek Financial Management
Washington
$933K +$537K +6,314 +106%
PFO
136
Pathstone Family Office
New Jersey
$929K -$84.5K -993 -8%
DAS
137
Dynamic Advisor Solutions
Arizona
$919K -$493K -5,797 -32%
BFA
138
Bluestem Financial Advisors
Illinois
$901K +$5.19K +61 +0.5%
GT
139
Glenview Trust
Kentucky
$894K
MA
140
Mutual Advisors
Nebraska
$892K +$114K +1,345 +13%
RF
141
Rollins Financial
Georgia
$888K +$65.4K +769 +7%
AA
142
Addison Advisors
Vermont
$886K +$201K +2,360 +25%
PGA
143
Portland Global Advisors
Maine
$870K +$191K +2,240 +24%
EVM
144
Eaton Vance Management
Massachusetts
$859K +$8.51K +100 +0.9%
FFA
145
First Foundation Advisors
California
$829K +$267K +3,140 +40%
LWMG
146
Levy Wealth Management Group
Pennsylvania
$826K +$293K +3,440 +46%
AIP
147
Ameritas Investment Partners
Nebraska
$822K +$22.6K +266 +3%
WWM
148
Western Wealth Management
Colorado
$813K +$1.87K +22 +0.2%
JFA
149
JNBA Financial Advisors
Minnesota
$801K -$10K -118 -1%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$792K +$132K +1,546 +17%