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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$309K
DADC
27
D.A. Davidson & Co
Montana
$300K +$102K +3,113 +45%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$258K
CWM
29
Congress Wealth Management
Massachusetts
$257K +$47.5K +1,454 +20%
TDWM
30
Topel & Distasi Wealth Management
California
$222K +$214K +6,558 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$177K -$12.2K -372 -6%
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$105K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$87K +$86.3K +2,640 +880%
AF
34
Advisornet Financial
Minnesota
$80K
WWP
35
WR Wealth Planners
Missouri
$70.8K -$14.6K -448 -16%
AIA
36
Armor Investment Advisors
North Carolina
$61K +$1.63K +50 +3%
US Bancorp
37
US Bancorp
Minnesota
$54K +$29K +886 +94%
TFS
38
TrustCore Financial Services
Tennessee
$52K -$28.3K -865 -33%
ME
39
McIlrath & Eck
Washington
$32K
BCWM
40
Bartlett & Co Wealth Management
Ohio
$25.3K
BC
41
Bartlett & Co
Ohio
$25K
WTC
42
WhitTier Trust Company
Nevada
$21K +$23.2K +710 New
IA
43
IFP Advisors
Florida
$16K +$20.8K +635 New
GIA
44
GHP Investment Advisors
Colorado
$12K
Deutsche Bank
45
Deutsche Bank
Germany
$5K -$33.3K -1,020 -85%
LFG
46
Larson Financial Group
Missouri
$5K +$5.62K +172 New
UBS Group
47
UBS Group
Switzerland
$4K +$4.74K +145 New
POIA
48
Pin Oak Investment Advisors
Texas
$3K
APA
49
American Portfolios Advisors
New York
$2.23K -$22.9K -700 -90%
ST
50
Smithfield Trust
Pennsylvania
$1K