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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Coastline Trust
Rhode Island
$1.13M
MSA
177
Marino Stram & Associates
Massachusetts
$1.13M +$3.81K +33 +0.4%
UIA
178
Ulland Investment Advisors
Minnesota
$1.07M
RRA
179
Round Rock Advisors
Connecticut
$1.06M
BPA
180
Beacon Pointe Advisors
California
$1.04M -$81.6K -707 -8%
MA
181
Mutual Advisors
Nebraska
$1.03M -$7.96K -69 -0.8%
HTC
182
Haverford Trust Company
Pennsylvania
$1.02M
Citigroup
183
Citigroup
New York
$1.01M -$16.7K -145 -2%
TIA
184
Traphagen Investment Advisors
New Jersey
$993K -$3.81K -33 -0.4%
WIM
185
Westside Investment Management
California
$983K -$96.7K -838 -9%
BRIA
186
Balanced Rock Investment Advisors
Massachusetts
$975K -$923 -8 -0.1%
SWA
187
Sax Wealth Advisors
New Jersey
$969K +$74.2K +643 +9%
MGIA
188
Moneta Group Investment Advisors
Missouri
$964K -$49.4K -428 -5%
Vanguard Personalized Indexing Management
189
Vanguard Personalized Indexing Management
California
$962K +$922K +7,995 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$960K +$668K +5,792 +266%
PSC
191
Prentiss Smith & Co
Vermont
$958K +$8.65K +75 +1%
DC
192
Destiny Capital
Colorado
$955K -$267K -2,314 -22%
AIP
193
Ameritas Investment Partners
Nebraska
$951K -$14.4K -125 -2%
WP
194
WealthShield Partners
North Carolina
$949K -$10.4K -90 -1%
WANY
195
Wealthspire Advisors (New York)
New York
$947K -$1.32M -11,442 -59%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$945K +$17.5K +152 +2%
WCWM
197
Willow Creek Wealth Management
California
$924K
EDRIA
198
Edmonds Duncan Registered Investment Advisors
Kansas
$922K +$5.31K +46 +0.6%
RWM
199
Ritholtz Wealth Management
New York
$906K -$34.8K -302 -4%
SPL
200
Smart Portfolios LLC
Washington
$876K -$15.2K -132 -2%