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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$1.15M +$52.2K +539 +5%
GT
152
Glenview Trust
Kentucky
$1.14M
CPIG
153
Chicago Partners Investment Group
Illinois
$1.11M
GWA
154
GGM Wealth Advisors
Maryland
$1.09M
EVM
155
Eaton Vance Management
Massachusetts
$1.09M +$19.4K +200 +2%
FA
156
Fountainhead AM
New Jersey
$1.07M +$84.2K +869 +9%
RWM
157
Ritholtz Wealth Management
New York
$1.06M -$223K -2,302 -17%
MA
158
Mutual Advisors
Nebraska
$1.05M -$5.79M -59,753 -85%
WWM
159
Western Wealth Management
Colorado
$1.03M +$441K +4,553 +74%
UIA
160
Ulland Investment Advisors
Minnesota
$1.03M
JFA
161
JNBA Financial Advisors
Minnesota
$1M -$251K -2,589 -20%
Allianz Asset Management
162
Allianz Asset Management
Germany
$1M -$291K -3,000 -23%
EH
163
Equitable Holdings
New York
$985K +$120K +1,234 +14%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$969K -$1.58M -16,261 -62%
CAM
165
Crestone Asset Management
Colorado
$966K -$22.9K -236 -2%
RF
166
Rollins Financial
Georgia
$962K +$47.3K +488 +5%
FIM
167
Fernwood Investment Management
Massachusetts
$946K
MGIA
168
Moneta Group Investment Advisors
Missouri
$946K +$97.6K +1,007 +11%
AA
169
Addison Advisors
Vermont
$904K +$91.1K +940 +11%
LNC
170
Lincoln National Corp
Pennsylvania
$867K -$485 -5 -0.1%
CA
171
Clearstead Advisors
Ohio
$866K
WP
172
WealthShield Partners
North Carolina
$837K +$838K +8,645 New
GKWIM
173
Gerber Kawasaki Wealth & Investment Management
California
$836K +$104K +1,069 +14%
MF
174
Meridian Financial
Massachusetts
$827K
BB
175
Bell Bank
North Dakota
$820K -$26.4K -272 -3%