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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
51
Kistler-Tiffany Companies
Pennsylvania
$116K
AIA
52
Arcadia Investment Advisors
Idaho
$91.1K +$90.9K +2,777 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$90K -$6.54K -200 -7%
AF
54
Advisornet Financial
Minnesota
$88K
BC
55
Bartlett & Co
Ohio
$63K +$34.7K +1,060 +125%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$62.7K +$34.7K +1,060 +125%
US Bancorp
57
US Bancorp
Minnesota
$59.9K
WWP
58
WR Wealth Planners
Missouri
$58.1K -$20K -610 -26%
TFS
59
TrustCore Financial Services
Tennessee
$57.9K
ME
60
McIlrath & Eck
Washington
$35.5K
Deutsche Bank
61
Deutsche Bank
Germany
$32.8K +$26.8K +820 +456%
WOSD
62
WFA of San Diego
California
$25.9K +$25.9K +791 New
AA
63
Addison Advisors
Vermont
$24.9K +$24.9K +760 New
WTC
64
WhitTier Trust Company
Nevada
$23.3K
GIA
65
GHP Investment Advisors
Colorado
$21.5K +$8.08K +247 +60%
NA
66
NewEdge Advisors
Louisiana
$19.4K +$19.3K +591 New
LFG
67
Larson Financial Group
Missouri
$6.19K +$556 +17 +10%
GRP
68
Global Retirement Partners
California
$3.71K +$3.7K +113 New
POIA
69
Pin Oak Investment Advisors
Texas
$3K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.88K +88 New
ST
71
Smithfield Trust
Pennsylvania
$1K
SWM
72
Spire Wealth Management
Virginia
$1K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$33 +$33 +1 New
Citadel Advisors
74
Citadel Advisors
Florida
-$765K -25,728 Closed
UBS Group
75
UBS Group
Switzerland
-$4K -145 Closed