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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
151
Bank of New Hampshire
New Hampshire
$1.14M -$1.02M -10,971 -49%
FA
152
Fountainhead AM
New Jersey
$1.12M -$35.6K -382 -3%
GA
153
GoalVest Advisory
New York
$1.12M +$3.36K +36 +0.3%
SS
154
Sound Stewardship
Kansas
$1.1M -$114K -1,222 -10%
FCH
155
Freestone Capital Holdings
Washington
$1.09M +$6.44K +69 +0.6%
NP
156
NorthRock Partners
Minnesota
$1.09M +$482K +5,164 +91%
FIM
157
Fernwood Investment Management
Massachusetts
$1.09M +$64.8K +695 +7%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.08M -$20.8K -223 -2%
Citigroup
159
Citigroup
New York
$1.07M -$90.7K -972 -8%
JFA
160
JNBA Financial Advisors
Minnesota
$1.01M +$12.5K +134 +1%
DC
161
Destiny Capital
Colorado
$994K +$922K +9,887 New
CL
162
Choreo LLC
Illinois
$987K -$106K -1,133 -10%
WIM
163
Westside Investment Management
California
$982K -$16.9K -181 -2%
MOS
164
MGO One Seven
Ohio
$977K +$907K +9,721 New
MGIA
165
Moneta Group Investment Advisors
Missouri
$975K +$1.49K +16 +0.2%
T
166
TCWP
Ohio
$971K -$840 -9 -0.1%
RF
167
Rollins Financial
Georgia
$967K -$177K -1,895 -16%
RFA
168
Rollins Financial Advisors
New York
$967K +$898K +9,624 New
CICC
169
Capital Investment Counsel (Colorado)
Colorado
$961K +$892K +9,560 New
IIC
170
Integrated Investment Consultants
Michigan
$952K +$332K +3,559 +60%
MSA
171
Marino Stram & Associates
Massachusetts
$935K +$6.62K +71 +0.8%
HTC
172
Haverford Trust Company
Pennsylvania
$926K +$860K +9,216 New
MFG
173
Monumental Financial Group
Maryland
$921K +$332K +3,554 +63%
RWM
174
Ritholtz Wealth Management
New York
$916K -$8.21K -88 -1%
GLA
175
Good Life Advisors
Pennsylvania
$906K -$10.3K -110 -1%