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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$1.58M -$83.2K -686 -5%
TC
127
Trust Company
Kansas
$1.56M +$49.6K +409 +3%
EWM
128
Evercore Wealth Management
New York
$1.55M
BAAM
129
Baker Avenue Asset Management
California
$1.53M -$168K -1,383 -9%
GAM
130
Gould Asset Management
California
$1.53M -$33.3K -275 -2%
SWA
131
SOA Wealth Advisors
New York
$1.5M -$4.66M -38,469 -75%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.49M -$295K -2,433 -16%
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.48M -$60K -495 -4%
WAG
134
Winthrop Advisory Group
Massachusetts
$1.47M -$65.8K -543 -4%
Franklin Resources
135
Franklin Resources
California
$1.46M +$42.3K +349 +3%
BIA
136
Bigelow Investment Advisors
Maine
$1.44M -$76.9K -634 -5%
CA
137
Clearstead Advisors
Ohio
$1.41M
APP
138
Avantax Planning Partners
Iowa
$1.41M
AA
139
Addison Advisors
Vermont
$1.4M -$14.5K -120 -1%
Renaissance Technologies
140
Renaissance Technologies
New York
$1.4M -$121K -1,000 -8%
RCA
141
Resonant Capital Advisors
Wisconsin
$1.39M -$11K -91 -0.7%
BDFN
142
Bond & Devick Financial Network
Minnesota
$1.36M -$38.4K -317 -3%
ACA
143
Aptus Capital Advisors
Alabama
$1.36M -$485 -4 -0%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$1.35M -$15.9K -131 -1%
BFA
145
Bluestem Financial Advisors
Illinois
$1.3M
VA
146
VestGen Advisors
Illinois
$1.28M +$1.35M +11,176 New
SCA
147
Snowden Capital Advisors
New York
$1.26M +$3.03K +25 +0.2%
MCCA
148
Mill Creek Capital Advisors
Pennsylvania
$1.22M +$2.18K +18 +0.2%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$1.21M +$214K +1,763 +20%
FFA
150
First Foundation Advisors
California
$1.21M -$3.64K -30 -0.3%