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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$103K
GWM
152
Geneos Wealth Management
Colorado
$102K
WCM
153
Wealthcare Capital Management
Virginia
$99K +$107K +1,928 New
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98K
BAM
155
Barrett Asset Management
New York
$90K
FCB
156
First Command Bank
Texas
$89K +$50.9K +918 +115%
FCFS
157
First Command Financial Services
Texas
$89K +$50.9K +918 +115%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$87.7K
SWM
159
SeaCrest Wealth Management
New York
$80K
LNB
160
Ledyard National Bank
$75K
GAM
161
Gemmer Asset Management
California
$64K -$444 -8 -0.6%
LFA
162
Legacy Financial Advisors
Kentucky
$56K +$555 +10 +0.9%
ADL
163
Asset Dedication LLC
California
$56K +$6.43K +116 +12%
HI
164
Hudock Inc
Pennsylvania
$54K +$6.21K +112 +12%
APC
165
Aspire Private Capital
North Carolina
$51K +$54.8K +988 New
FWM
166
Focused Wealth Management
New York
$49K
NSIM
167
North Star Investment Management
Illinois
$49K
CAC
168
Certified Advisory Corp
Florida
$42K +$222 +4 +0.5%
FANJ
169
Financial Architects (New Jersey)
New Jersey
$41K
WCM
170
WealthBridge Capital Management
Ohio
$41K +$44.4K +800 New
IA
171
IFP Advisors
Florida
$40K -$10.4K -188 -19%
FEG
172
Financial Enhancement Group
Indiana
$38K
PAI
173
Pittenger & Anderson Inc
Nebraska
$35K +$37.8K +682 New
Deutsche Bank
174
Deutsche Bank
Germany
$33K +$20.3K +366 +130%
WEC
175
Winslow Evans & Crocker
Massachusetts
$32K