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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$1K +$1.05K +32 New
SCA
52
Scott Capital Advisors
Oregon
– -$491K -16,067 Closed
DL
53
DOHJ LLC
Washington
– -$389K -12,729 Closed
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
– -$234K -7,653 Closed
BMD
55
Better Money Decisions
New Mexico
– -$117K -3,822 Closed
BTI
56
Blue Trust Inc
Georgia
– -$2K -63 Closed
EIP
57
Ellis Investment Partners
Pennsylvania
– +$33 +1 +5%