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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
151
Rehmann Capital Advisory Group
Michigan
$39K +$39.6K +696 New
WEC
152
Winslow Evans & Crocker
Massachusetts
$33.3K – – –
1IA
153
1834 Investment Advisors
Wisconsin
$33K – – –
Perigon Wealth Management
154
Perigon Wealth Management
California
$33K +$34.1K +600 New
Wealthspire Advisors (Maryland)
155
Wealthspire Advisors (Maryland)
Maryland
$27K – – –
IHT Wealth Management
156
IHT Wealth Management
Illinois
$26K – – –
MSA
157
Marino Stram & Associates
Massachusetts
$24K -$1.37K -24 -5%
ATC
158
Adirondack Trust Company
New York
$22K – – –
Deutsche Bank
159
Deutsche Bank
Germany
$22K +$22.8K +400 New
Pathstone Family Office
160
Pathstone Family Office
New Jersey
$21K +$21.2K +372 New
TC
161
Trust Company
Kansas
$20K – – –
PG
162
Patten Group
Tennessee
$14K – – –
Smithfield Trust
163
Smithfield Trust
Pennsylvania
$11K – – –
RWA Wealth Partners
164
RWA Wealth Partners
Massachusetts
$11K +$11.3K +198 New
Synovus Financial
165
Synovus Financial
Georgia
$11K +$11.6K +204 New
BlackRock
166
BlackRock
New York
$9K +$341 +6 +4%
APA
167
American Portfolios Advisors
New York
$6.65K – – –
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$6K – – –
HPWM
169
Highland Private Wealth Management
Washington
– -$5.04M -90,680 Closed
ACM
170
Avalon Capital Management
California
– -$2.83M -50,870 Closed
Dana Investment Advisors
171
Dana Investment Advisors
Wisconsin
– -$375K -6,760 Closed
Riverbridge Partners
172
Riverbridge Partners
Minnesota
– -$369K -6,646 Closed
NAM
173
North American Management
Massachusetts
– -$270K -4,856 Closed
First Allied Advisory Services
174
First Allied Advisory Services
California
– -$32K -580 Closed
FFG
175
Ford Financial Group
California
– -$14K -252 Closed