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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
126
Gould Asset Management
California
$1.6M -$52K -480 -3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.57M +$217 +2 +0%
FWM
128
Fingerlakes Wealth Management
New York
$1.57M +$41K +378 +3%
LWMG
129
Levy Wealth Management Group
Pennsylvania
$1.56M +$206K +1,905 +16%
TC
130
Trust Company
Kansas
$1.55M -$63.4K -585 -4%
EWM
131
Evercore Wealth Management
New York
$1.52M
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$1.44M
AA
133
Addison Advisors
Vermont
$1.44M -$10.5K -97 -0.8%
EH
134
Equitable Holdings
New York
$1.44M -$61.7K -569 -4%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.43M +$68.8K +635 +5%
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.4M -$12.8K -118 -0.9%
RCA
137
Resonant Capital Advisors
Wisconsin
$1.4M -$23K -212 -2%
CA
138
Clearstead Advisors
Ohio
$1.38M +$358K +3,303 +37%
APP
139
Avantax Planning Partners
Iowa
$1.38M
ACA
140
Aptus Capital Advisors
Alabama
$1.36M
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$1.35M +$2.17K +20 +0.2%
PA
142
Parkside Advisors
California
$1.34M -$23.8K -220 -2%
FA
143
Fountainhead AM
New Jersey
$1.33M -$45.2K -417 -3%
WB
144
WesBanco Bank
West Virginia
$1.32M +$5.09K +47 +0.4%
PGA
145
Portland Global Advisors
Maine
$1.32M
Franklin Resources
146
Franklin Resources
California
$1.31M +$8.02K +74 +0.6%
D
147
Diversified
Delaware
$1.3M +$1.01M +9,284 +408%
AAS
148
Avantax Advisory Services
Texas
$1.28M -$33.8K -312 -3%
BFA
149
Bluestem Financial Advisors
Illinois
$1.27M -$31.2K -288 -2%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$323K +2,977 +36%