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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
151
Fernwood Investment Management
Massachusetts
$1.24M
SCA
152
Snowden Capital Advisors
New York
$1.22M -$268K -2,469 -18%
CL
153
Choreo LLC
Illinois
$1.22M +$116K +1,067 +11%
CAG
154
Crestwood Advisors Group
Massachusetts
$1.21M +$835K +7,700 +250%
SS
155
Sound Stewardship
Kansas
$1.19M -$56.5K -521 -5%
BONH
156
Bank of New Hampshire
New Hampshire
$1.18M
DC
157
Destiny Capital
Colorado
$1.16M
FCH
158
Freestone Capital Holdings
Washington
$1.16M -$47.1K -435 -4%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$1.14M -$489K -4,513 -33%
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
California
$1.1M -$74.2K -685 -7%
GA
161
GoalVest Advisory
New York
$1.09M -$124K -1,145 -11%
MOS
162
MGO One Seven
Ohio
$1.08M -$10.8K -100 -1%
T
163
TCWP
Ohio
$1.08M -$3.79K -35 -0.4%
CICC
164
Capital Investment Counsel (Colorado)
Colorado
$1.07M
FFA
165
First Foundation Advisors
California
$1.07M -$17.1K -158 -2%
CT
166
Coastline Trust
Rhode Island
$1.06M -$13.2K -122 -1%
BPA
167
Beacon Pointe Advisors
California
$1.05M -$1.3K -12 -0.1%
MSA
168
Marino Stram & Associates
Massachusetts
$1.05M +$2.28K +21 +0.2%
IIC
169
Integrated Investment Consultants
Michigan
$1.03M
GLA
170
Good Life Advisors
Pennsylvania
$1.02M -$2.6K -24 -0.3%
WIM
171
Westside Investment Management
California
$1.01M -$28.3K -261 -3%
UIA
172
Ulland Investment Advisors
Minnesota
$998K
RRA
173
Round Rock Advisors
Connecticut
$986K
MA
174
Mutual Advisors
Nebraska
$981K +$867 +8 +0.1%
AAS
175
Ameritas Advisory Services
Nebraska
$974K +$61.7K +569 +7%