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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$234K +$256K +7,665 New
CWM
27
Congress Wealth Management
Massachusetts
$220K +$241K +7,209 New
DADC
28
D.A. Davidson & Co
Montana
$214K +$233K +6,984 New
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$193K -$17.7K -529 -8%
BMD
30
Better Money Decisions
New Mexico
$117K +$128K +3,822 New
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$108K +$5.21K +156 +5%
WWP
32
WR Wealth Planners
Missouri
$86.5K -$27.2K -815 -22%
AF
33
Advisornet Financial
Minnesota
$82K +$1.84K +55 +2%
TFS
34
TrustCore Financial Services
Tennessee
$80K +$40.5K +1,211 +85%
AIA
35
Armor Investment Advisors
North Carolina
$61K +$16.7K +500 +34%
Deutsche Bank
36
Deutsche Bank
Germany
$37K -$5.01K -150 -11%
ME
37
McIlrath & Eck
Washington
$33K
US Bancorp
38
US Bancorp
Minnesota
$29K
BC
39
Bartlett & Co
Ohio
$26K
BCWM
40
Bartlett & Co Wealth Management
Ohio
$26K
APA
41
American Portfolios Advisors
New York
$23.7K +$401 +12 +2%
GIA
42
GHP Investment Advisors
Colorado
$12K +$67 +2 +0.5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$9K
POIA
44
Pin Oak Investment Advisors
Texas
$3K
BTI
45
Blue Trust Inc
Georgia
$2K +$2.1K +63 New
ST
46
Smithfield Trust
Pennsylvania
$1K +$902 +27 New
Citigroup
47
Citigroup
New York
-$1.83M -50,000 Closed
EGWAG
48
Elwood & Goetz Wealth Advisory Group
Georgia
-$510K -13,948 Closed
GG
49
GenWealth Group
New Jersey
-$417K -11,402 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$234K -6,388 Closed