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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$615K +$47.8K +1,417 +9%
GG
27
GenWealth Group
New Jersey
$613K +$581K +17,213 New
MCWS
28
McKinley Carter Wealth Services
West Virginia
$603K -$1.69K -50 -0.3%
SFG
29
Sage Financial Group
Pennsylvania
$587K +$193K +5,720 +53%
APW
30
Atlantic Private Wealth
North Carolina
$584K +$3.31K +98 +0.6%
FCM
31
Fortis Capital Management
Washington
$581K -$79.1K -2,345 -13%
CG
32
Colony Group
Massachusetts
$531K -$263K -7,803 -34%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$524K +$66.2K +1,963 +15%
OCM
34
One Capital Management
California
$521K +$10K +297 +2%
CCM
35
Coldstream Capital Management
Washington
$518K +$227K +6,734 +86%
DL
36
DOHJ LLC
Washington
$507K -$58.9K -1,745 -11%
CWM
37
Congress Wealth Management
Massachusetts
$455K +$13.1K +387 +3%
HWA
38
Hilltop Wealth Advisors
North Carolina
$449K +$425K +12,593 New
RCG
39
Regatta Capital Group
California
$434K -$322K -9,552 -44%
FTUS
40
Flow Traders U.S.
New York
$425K +$153K +4,528 +61%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$423K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$391K -$5.77K -171 -2%
TDWM
43
Topel & Distasi Wealth Management
California
$380K +$8.17K +242 +2%
Bank of America
44
Bank of America
North Carolina
$355K +$8.94K +265 +3%
DADC
45
D.A. Davidson & Co
Montana
$326K +$24.7K +732 +9%
BMD
46
Better Money Decisions
New Mexico
$304K +$18.2K +538 +7%
FUBT
47
First United Bank & Trust
Maryland
$297K +$27.8K +825 +11%
ACM
48
Armbruster Capital Management
New York
$279K
OL
49
Optas LLC
Texas
$277K -$67.6K -2,003 -20%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$277K -$135 -4 -0.1%