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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
101
Winthrop Advisory Group
Massachusetts
$1.15M +$103K +1,321 +10%
BFA
102
Bluestem Financial Advisors
Illinois
$1.15M +$12.3K +157 +1%
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Missouri
$1.14M -$4.69K -60 -0.4%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.14M -$78 -1 -0%
LWP
105
Laurel Wealth Planning
Minnesota
$1.12M +$1.07M +13,645 New
APP
106
Avantax Planning Partners
Iowa
$1.09M
JFA
107
JNBA Financial Advisors
Minnesota
$1.06M +$126K +1,610 +14%
NP
108
NorthRock Partners
Minnesota
$1.04M +$133K +1,705 +16%
MWM
109
MBE Wealth Management
Wisconsin
$1.03M +$97.7K +1,250 +11%
US Bancorp
110
US Bancorp
Minnesota
$1.02M -$15.5K -198 -2%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1M +$950K +12,157 New
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$973K +$2.74K +35 +0.3%
GT
113
Glenview Trust
Kentucky
$969K
TA
114
Tiedemann Advisors
New York
$969K
GWM
115
Greenwich Wealth Management
Connecticut
$968K +$45.7K +584 +5%
BIA
116
Bigelow Investment Advisors
Maine
$941K +$27.1K +347 +3%
IFAM
117
Institutional & Family Asset Management
Colorado
$933K -$31.2K -399 -3%
CAN
118
Cetera Advisor Networks
California
$900K +$84.5K +1,081 +11%
Stifel Financial
119
Stifel Financial
Missouri
$886K +$204K +2,610 +32%
MIAN
120
Mariner Independent Advisor Network
Kansas
$843K +$800K +10,240 New
CA
121
Cetera Advisors
Colorado
$818K
MMA
122
Miracle Mile Advisors
California
$784K +$186K +2,374 +33%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$770K
SWP
124
Stratos Wealth Partners
Ohio
$762K +$1.56K +20 +0.2%
RCA
125
Resonant Capital Advisors
Wisconsin
$749K +$711K +9,095 New