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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
201
Clean Yield Group
Vermont
$12K
PWMG
202
Prestige Wealth Management Group
New Jersey
$12K +$12.2K +204 New
AF
203
Advisornet Financial
Minnesota
$11K
AOWM
204
Alpha Omega Wealth Management
Virginia
$6K
CCM
205
Covington Capital Management
California
$6K +$5.98K +100 New
DOA
206
D'Orazio & Associates
Virginia
$5K
JCM
207
Jacobi Capital Management
Pennsylvania
$2K
NFG
208
Next Financial Group
Texas
$2K +$1.92K +32 New
TF
209
TIAA FSB
Florida
-$1.81M -30,632 Closed
CS
210
Credit Suisse
Switzerland
-$469K -7,934 Closed
Comerica Bank
211
Comerica Bank
Texas
-$229K -3,784 Closed
MWM
212
Modera Wealth Management
New Jersey
-$217K -3,676 Closed
SS
213
Simplicity Solutions
Minnesota
-$208K -3,518 Closed
SWM
214
SeaCrest Wealth Management
New York
-$91K -1,544 Closed
LFA
215
Legacy Financial Advisors
Kentucky
-$65K -1,102 Closed
NSIM
216
North Star Investment Management
Illinois
-$56K -954 Closed
WCM
217
WealthBridge Capital Management
Ohio
-$48K -800 Closed
WAM
218
Wealthspire Advisors (Maryland)
Maryland
-$33K -566 Closed
IC
219
Inscription Capital
Texas
-$32K -544 Closed
FNC
220
First National Corp
Massachusetts
-$30K -500 Closed
MSA
221
Marino Stram & Associates
Massachusetts
-$26K -436 Closed
KPW
222
Kore Private Wealth
New York
-$19K -324 Closed
PGA
223
Premia Global Advisors
Florida
-$14K -244 Closed
ST
224
Smithfield Trust
Pennsylvania
-$12K -204 Closed