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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$819K +$84.8K +875 +12%
RRA
177
Round Rock Advisors
Connecticut
$814K +$65.9K +680 +9%
BJL
178
Brighton Jones LLC
Washington
$811K +$10.9K +112 +1%
SPL
179
Smart Portfolios LLC
Washington
$788K +$2.91K +30 +0.4%
AGA
180
Arkos Global Advisors
Texas
$782K +$121K +1,253 +18%
AAS
181
Ameritas Advisory Services
Nebraska
$771K -$27.2K -281 -3%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$749K +$750K +7,737 New
Members Trust
183
Members Trust
Florida
$742K +$9.69K +100 +1%
NP
184
NorthRock Partners
Minnesota
$737K -$190K -1,963 -20%
ZAM
185
Zevin Asset Management
Massachusetts
$736K
GLA
186
Good Life Advisors
Pennsylvania
$732K +$198K +2,043 +37%
PGA
187
Portland Global Advisors
Maine
$728K +$24.2K +250 +3%
AIP
188
Almanack Investment Partners
Pennsylvania
$723K -$117K -1,208 -14%
SAS
189
Sanford Advisory Services
Michigan
$717K -$23.9K -247 -3%
NL
190
NEPC LLC
Massachusetts
$710K +$74.3K +767 +12%
MFA
191
McClarren Financial Advisors
Pennsylvania
$665K +$1.94K +20 +0.3%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$659K +$38.9K +401 +6%
WF
193
Warner Financial
Maryland
$654K +$581 +6 +0.1%
Franklin Resources
194
Franklin Resources
California
$652K +$64.4K +665 +11%
SWA
195
Sax Wealth Advisors
New Jersey
$651K +$16K +165 +3%
CAM
196
Carret Asset Management
New York
$651K +$651K +6,720 New
HNB
197
Huntington National Bank
Ohio
$643K
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$639K
MGWM
199
Marks Group Wealth Management
Minnesota
$638K
TAM
200
Trillium Asset Management
Massachusetts
$634K -$97.5K -1,006 -13%