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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPC LLC
176
NEPC LLC
Massachusetts
$1.04M – – –
FF
177
Finley Financial
Nevada
$1.03M – – –
CFMC
178
Curbstone Financial Management Corp
New Hampshire
$1.03M +$453K +3,470 +84%
TIA
179
Traphagen Investment Advisors
New Jersey
$1.02M -$8.1K -62 -0.8%
Freestone Capital Holdings
180
Freestone Capital Holdings
Washington
$1.01M – – –
Huntington National Bank
181
Huntington National Bank
Ohio
$995K – – –
SPL
182
Smart Portfolios LLC
Washington
$989K -$18.2K -139 -2%
Moneta Group Investment Advisors
183
Moneta Group Investment Advisors
Missouri
$987K -$26.8K -205 -3%
Legacy Edge Advisors
184
Legacy Edge Advisors
New York
$984K +$74.1K +567 +8%
CC
185
Citrine Capital
California
$983K – – –
Ameritas Investment Partners
186
Ameritas Investment Partners
Nebraska
$976K -$72.5K -555 -7%
Midwest Trust
187
Midwest Trust
Kansas
$974K +$4.44K +34 +0.5%
Wealthspire Advisors (New York)
188
Wealthspire Advisors (New York)
New York
$973K -$56.2K -430 -6%
MFA
189
McClarren Financial Advisors
Pennsylvania
$969K -$342K -2,620 -37%
F.L. Putnam Investment Management
190
F.L. Putnam Investment Management
Massachusetts
$964K -$179K -1,371 -16%
SWM
191
SK Wealth Management
Rhode Island
$959K +$1.7K +13 +0.2%
Carret Asset Management
192
Carret Asset Management
New York
$954K +$2.22K +17 +0.2%
HRT Financial
193
HRT Financial
New York
$951K +$652K +4,989 +246%
Aspiriant LLC
194
Aspiriant LLC
California
$932K – – –
JNBA Financial Advisors
195
JNBA Financial Advisors
Minnesota
$910K +$25.1K +192 +3%
WealthShield Partners
196
WealthShield Partners
North Carolina
$901K -$49.6K -380 -5%
Westside Investment Management
197
Westside Investment Management
California
$887K -$38.5K -295 -4%
Mount Yale Investment Advisors
198
Mount Yale Investment Advisors
Colorado
$873K +$840K +6,434 New
Coldstream Capital Management
199
Coldstream Capital Management
Washington
$854K – – –
Comerica Bank
200
Comerica Bank
Texas
$852K +$21.7K +166 +3%