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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.05M +$419K +12,178 +77%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$866K +$66.4K +1,932 +9%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$844K +$769K +22,375 New
CCM
29
Coldstream Capital Management
Washington
$826K +$167K +4,855 +29%
FCM
30
Fortis Capital Management
Washington
$794K +$14.9K +434 +2%
SFG
31
Sage Financial Group
Pennsylvania
$786K +$115K +3,336 +19%
WT
32
Whittier Trust
California
$761K +$84.5K +2,460 +14%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$757K +$690K +20,071 New
CA
34
Cetera Advisors
Colorado
$722K +$6.7K +195 +1%
GG
35
GenWealth Group
New Jersey
$700K +$637K +18,545 New
OWM
36
Opes Wealth Management
California
$684K +$178K +5,175 +40%
CWM
37
Congress Wealth Management
Massachusetts
$677K +$59.4K +1,728 +11%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$635K -$5.12K -149 -0.9%
APW
39
Atlantic Private Wealth
North Carolina
$618K +$34 +1 +0%
HWA
40
Hilltop Wealth Advisors
North Carolina
$610K +$76.2K +2,218 +16%
DADC
41
D.A. Davidson & Co
Montana
$602K +$214K +6,223 +64%
OCM
42
One Capital Management
California
$560K +$13K +377 +3%
BMD
43
Better Money Decisions
New Mexico
$554K +$200K +5,814 +65%
FUBT
44
First United Bank & Trust
Maryland
$478K +$158K +4,600 +57%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$455K
TDWM
46
Topel & Distasi Wealth Management
California
$436K -$2.2K -64 -0.6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$429K -$649K -18,876 -62%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$415K +$153K +4,462 +68%
MWM
49
Mascoma Wealth Management
New Hampshire
$393K -$148K -4,318 -29%
Creative Planning
50
Creative Planning
Kansas
$389K +$202K +5,873 +132%