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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cetera Advisors
Colorado
$1.15M +$65.8K +799 +6%
IFAM
127
Institutional & Family Asset Management
Colorado
$1.14M -$1.09M -13,225 -49%
EWM
128
Evercore Wealth Management
New York
$1.11M +$8.24K +100 +0.7%
Jane Street
129
Jane Street
New York
$1.09M +$707K +8,588 +187%
FWM
130
Fingerlakes Wealth Management
New York
$1.08M -$13.3K -162 -1%
Brown Advisory
131
Brown Advisory
Maryland
$1.08M +$1.08M +13,082 New
UCFA
132
United Capital Financial Advisors
Texas
$1.08M
LNC
133
Lincoln National Corp
Pennsylvania
$1.07M -$123K -1,490 -10%
Cerity Partners
134
Cerity Partners
New York
$1.06M -$242K -2,933 -37%
EH
135
Equitable Holdings
New York
$1.06M +$22.2K +270 +2%
RCA
136
Resonant Capital Advisors
Wisconsin
$1.04M
DC
137
Destiny Capital
Colorado
$1.03M +$965K +11,715 New
FCH
138
Freestone Capital Holdings
Washington
$1.03M -$5.85K -71 -0.6%
APP
139
Avantax Planning Partners
Iowa
$1.03M -$32.9K -400 -3%
CCFM
140
Clear Creek Financial Management
Washington
$1.01M -$4.28K -52 -0.4%
SS
141
Sound Stewardship
Kansas
$1M +$1.01M +12,208 New
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$994K +$136K +1,650 +16%
BPA
143
Beacon Pointe Advisors
California
$992K -$105K -1,270 -10%
TF
144
TIAA FSB
Florida
$983K -$84.1K -1,021 -8%
BFA
145
Bluestem Financial Advisors
Illinois
$977K +$494 +6 +0.1%
AA
146
Addison Advisors
Vermont
$975K +$14.4K +175 +1%
GT
147
Glenview Trust
Kentucky
$969K
AWM
148
Aprio Wealth Management
Georgia
$967K +$495K +6,007 +105%
FA
149
Fountainhead AM
New Jersey
$966K +$200K +2,431 +26%
PGA
150
Portland Global Advisors
Maine
$943K