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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$10K -$3.16K -56 -24%
AOWM
202
Alpha Omega Wealth Management
Virginia
$6K +$5.86K +104 New
DOA
203
D'Orazio & Associates
Virginia
$5K – – –
Mariner
204
Mariner
Kansas
$5K +$5.23M +92,714 New
BlackRock
205
BlackRock
New York
$4K -$338 -6 -8%
JCM
206
Jacobi Capital Management
Pennsylvania
$2K +$1.58K +28 New
Dana Investment Advisors
207
Dana Investment Advisors
Wisconsin
– -$3.96M -76,698 Closed
GIP
208
Granite Investment Partners
California
– -$3.13M -60,648 Closed
DSM Capital Partners
209
DSM Capital Partners
Florida
– -$1.24M -24,030 Closed
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
– -$1.08M -20,950 Closed
SAS
211
Sage Advisory Services
Texas
– -$519K -10,056 Closed
Riverbridge Partners
212
Riverbridge Partners
Minnesota
– -$410K -7,952 Closed
CC
213
Claybrook Capital
Massachusetts
– -$278K -5,386 Closed
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
– -$247K -4,780 Closed
AWM
215
Affinity Wealth Management
Delaware
– -$242K -4,692 Closed
RG
216
Rikoon Group
New Mexico
– -$226K -4,380 Closed
Baird Financial Group
217
Baird Financial Group
Wisconsin
– -$216K -4,178 Closed
KCM
218
Karp Capital Management
California
– -$117K -2,260 Closed
LNB
219
Ledyard National Bank
– -$75K -1,460 Closed
SEI Investments
220
SEI Investments
Pennsylvania
– -$31K -584 Closed
HM Payson & Co
221
HM Payson & Co
Maine
– -$25K -478 Closed
SGS
222
Sterling Global Strategies
California
– -$17K -330 Closed
PG
223
Patten Group
Tennessee
– -$15K -300 Closed
MCF Advisors
224
MCF Advisors
Kentucky
– -$9K -180 Closed
CA
225
Claro Advisors
Massachusetts
– -$4K -64 Closed