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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
26
DOHJ LLC
Washington
$543K -$156K -4,500 -22%
LPL Financial
27
LPL Financial
California
$538K +$11.1K +320 +2%
LSA
28
L & S Advisors
California
$512K +$521K +15,049 New
Citadel Advisors
29
Citadel Advisors
Florida
$497K +$507K +14,624 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$491K +$274K +7,922 +121%
OCM
31
One Capital Management
California
$487K -$43.9K -1,267 -8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$483K +$245K +7,082 +99%
CAN
33
Cetera Advisor Networks
California
$449K -$154K -4,441 -25%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$434K +$165K +4,765 +60%
CWM
35
Congress Wealth Management
Massachusetts
$421K +$75.7K +2,185 +21%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$404K +$61.1K +1,765 +17%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$379K +$8.07K +233 +2%
SFG
38
Sage Financial Group
Pennsylvania
$366K +$153K +4,406 +69%
TDWM
39
Topel & Distasi Wealth Management
California
$354K +$129K +3,731 +56%
OL
40
Optas LLC
Texas
$333K +$339K +9,793 New
Bank of America
41
Bank of America
North Carolina
$330K +$96.9K +2,798 +41%
DADC
42
D.A. Davidson & Co
Montana
$286K +$2.67K +77 +0.9%
BMD
43
Better Money Decisions
New Mexico
$272K +$53.8K +1,554 +24%
ACM
44
Armbruster Capital Management
New York
$266K +$52K +1,500 +24%
CCM
45
Coldstream Capital Management
Washington
$266K +$271K +7,822 New
SVWAG
46
Sound View Wealth Advisors Group
Georgia
$264K -$1.32K -38 -0.5%
FUBT
47
First United Bank & Trust
Maryland
$255K +$31K +895 +14%
FTUS
48
Flow Traders U.S.
New York
$252K +$256K +7,401 New
WC
49
Weil Company
California
$221K -$51.1K -1,475 -18%
KAS
50
Kestra Advisory Services
Texas
$211K -$2.39K -69 -1%