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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
151
Weaver Consulting Group
California
$219K
CWM
152
Cranbrook Wealth Management
Michigan
$216K +$245 +4 +0.1%
FFN
153
Focus Financial Network
Minnesota
$215K -$612 -10 -0.3%
CAG
154
Crestwood Advisors Group
Massachusetts
$214K
PSC
155
Prentiss Smith & Co
Vermont
$214K +$212K +3,466 New
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K -$13.5K -220 -6%
SFA
157
Sequoia Financial Advisors
Ohio
$210K +$980 +16 +0.5%
FAAS
158
First Allied Advisory Services
California
$204K
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$201K
AWM
160
Affinity Wealth Management
Delaware
$201K +$199K +3,256 New
FM
161
Family Management
New York
$195K
AA
162
Advisory Alpha
Michigan
$182K -$46.5K -760 -20%
NCM
163
New Capital Management
Texas
$172K
MA
164
MUFG Americas
New York
$168K -$1.84K -30 -1%
RTC
165
Riverview Trust Company
Washington
$166K
OC
166
Oakworth Capital
Alabama
$165K
FFW
167
Fusion Family Wealth
New York
$148K
AIC
168
Ameritas Investment Company
Nebraska
$137K -$252K -4,120 -65%
AWM
169
AllSquare Wealth Management
New York
$133K
BCI
170
Brinker Capital Investments
Pennsylvania
$133K
WCM
171
Wealthcare Capital Management
Virginia
$119K
BAM
172
Barrett Asset Management
New York
$117K
GWM
173
Geneos Wealth Management
Colorado
$117K
CCM
174
Cribstone Capital Management
Maine
$114K -$24.5K -400 -18%
TRCT
175
Tower Research Capital (TRC)
New York
$109K +$38.8K +634 +56%