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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
126
Ledyard National Bank
$1.31M +$482K +4,874 +55%
Allianz Asset Management
127
Allianz Asset Management
Germany
$1.28M -$1.19M -12,000 -47%
Avantax Planning Partners
128
Avantax Planning Partners
Iowa
$1.27M – – –
BWM
129
Bulltick Wealth Management
Florida
$1.26M +$899K +9,100 +228%
JFA
130
JNBA Financial Advisors
Minnesota
$1.24M -$113K -1,147 -8%
NFG
131
Next Financial Group
Texas
$1.23M +$950K +9,616 +301%
RCA
132
Resonant Capital Advisors
Wisconsin
$1.22M – – –
RZH
133
Relyea Zuckerberg Hanson
Connecticut
$1.18M +$44.6K +451 +4%
CMO
134
Covenant Multifamily Offices
Texas
$1.18M +$731K +7,397 +154%
GWA
135
GGM Wealth Advisors
Maryland
$1.18M – – –
WesBanco Bank
136
WesBanco Bank
West Virginia
$1.17M -$25.6K -259 -2%
US Bancorp
137
US Bancorp
Minnesota
$1.17M -$7.01K -71 -0.6%
Glenview Trust
138
Glenview Trust
Kentucky
$1.13M – – –
Renaissance Technologies
139
Renaissance Technologies
New York
$1.12M +$1.16M +11,700 New
Stratos Wealth Partners
140
Stratos Wealth Partners
Ohio
$1.11M +$12.1K +122 +1%
Eaton Vance Management
141
Eaton Vance Management
Massachusetts
$1.05M – – –
Flow Traders U.S.
142
Flow Traders U.S.
New York
$1.03M -$104K -1,049 -9%
Avantax Advisory Services
143
Avantax Advisory Services
Texas
$991K +$40.7K +412 +4%
FA
144
Fountainhead AM
New Jersey
$962K +$425K +4,303 +75%
Advisory Services Network
145
Advisory Services Network
Georgia
$961K +$68.2K +690 +7%
AFG
146
Affinia Financial Group
Massachusetts
$934K -$125K -1,269 -12%
FIM
147
Fernwood Investment Management
Massachusetts
$934K +$12.8K +130 +1%
NorthRock Partners
148
NorthRock Partners
Minnesota
$919K -$158K -1,595 -16%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$853K – – –
LWP
150
Laurel Wealth Planning
Minnesota
$851K -$94.9K -960 -10%