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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.7M -$199K -4,256 -10%
BRIA
27
Balanced Rock Investment Advisors
Massachusetts
$1.62M +$46.7K +998 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.58M +$80.1K +1,711 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.56M +$546K +11,648 +51%
GAM
30
Gould Asset Management
California
$1.55M +$105K +2,250 +7%
RSWM
31
Robertson Stephens Wealth Management
California
$1.53M +$300K +6,395 +23%
RFA
32
RTD Financial Advisors
Pennsylvania
$1.46M +$15.3K +326 +1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.44M +$1.48M +31,687 New
SFG
34
Sage Financial Group
Pennsylvania
$1.43M +$27.6K +590 +2%
BFO
35
Biltmore Family Office
North Carolina
$1.42M
HighTower Advisors
36
HighTower Advisors
Illinois
$1.39M +$107K +2,275 +8%
TC
37
Trilogy Capital
California
$1.3M +$109K +2,327 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.2M +$3.09K +66 +0.3%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.18M -$35.7K -763 -3%
SAG
40
SageView Advisory Group
California
$1.17M -$4.36K -93 -0.4%
SPIA
41
Steward Partners Investment Advisory
New York
$1.16M -$19.2K -409 -2%
AF
42
Affiance Financial
Minnesota
$1.12M -$294K -6,275 -20%
DADC
43
D.A. Davidson & Co
Montana
$1.12M +$24.1K +515 +2%
SRWM
44
Shira Ridge Wealth Management
California
$1.08M -$196K -4,194 -15%
CCM
45
Coldstream Capital Management
Washington
$1.06M -$67.9K -1,450 -6%
PAG
46
Private Advisor Group
New Jersey
$993K -$27.5K -587 -3%
Jane Street
47
Jane Street
New York
$971K +$1M +21,410 New
EFM
48
Eley Financial Management
Vermont
$957K +$39.5K +843 +4%
MIA
49
MainStreet Investment Advisors
Illinois
$954K +$16.4K +350 +2%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$954K +$23.2K +495 +2%