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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$82.7M +$13.2M +225,132 +19%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$28M -$1.9M -32,322 -6%
Morgan Stanley
3
Morgan Stanley
New York
$26.9M +$1.2M +20,500 +5%
Wells Fargo
4
Wells Fargo
California
$22.4M +$365K +6,214 +2%
Ameriprise
5
Ameriprise
Minnesota
$11.8M +$1.52M +25,872 +15%
UBS Group
6
UBS Group
Switzerland
$11.4M -$273K -4,650 -2%
LPL Financial
7
LPL Financial
California
$9.98M +$717K +12,222 +8%
SB
8
Suntrust Banks
Georgia
$9.42M -$87.7K -1,494 -0.9%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$7.48M -$56.7K -966 -0.8%
PWM
10
Patriot Wealth Management
Texas
$5.57M +$124K +2,118 +2%
M&T Bank
11
M&T Bank
New York
$5.34M +$161K +2,748 +3%
RJA
12
Raymond James & Associates
Florida
$5.22M +$55.6K +948 +1%
HPWM
13
Highland Private Wealth Management
Washington
$4.7M -$563K -9,590 -11%
MWM
14
Mission Wealth Management
California
$4.38M +$889K +15,150 +26%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.26M -$47.5K -810 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$4.23M +$1.5M +25,646 +57%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.08M +$108K +1,846 +3%
TF
18
Tompkins Financial
New York
$3.8M +$223K +3,800 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.63M +$715K +12,184 +25%
Betterment LLC
20
Betterment LLC
New York
$3.61M -$231K -3,938 -6%
SCA
21
Snowden Capital Advisors
New York
$3.52M +$150K +2,554 +5%
CCM
22
Colorado Capital Management
Colorado
$3.28M -$67.1K -1,144 -2%
Northern Trust
23
Northern Trust
Illinois
$3.01M
Brown Advisory
24
Brown Advisory
Maryland
$2.53M +$2.49M +42,352 New
WTC
25
WhitTier Trust Company
Nevada
$2.44M -$79.8K -1,360 -3%