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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$277K -$184K -5,458 -41%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$222K +$210K +6,221 New
MML Investors Services
53
MML Investors Services
Massachusetts
$221K +$9.48K +281 +5%
DC
54
Davenport & Co
Virginia
$211K
JF
55
JSF Financial
California
$210K +$199K +5,895 New
Creative Planning
56
Creative Planning
Kansas
$208K +$197K +5,852 New
JMPWA
57
JP Morgan Private Wealth Advisors
California
$208K +$197K +5,838 New
WC
58
Weil Company
California
$207K -$23.1K -686 -11%
AA
59
Alesco Advisors
New York
$202K +$192K +5,675 New
Truist Financial
60
Truist Financial
North Carolina
$201K +$191K +5,647 New
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$158K
AIA
62
Armor Investment Advisors
North Carolina
$131K
UBS Group
63
UBS Group
Switzerland
$106K +$13.4K +398 +16%
AIA
64
Arcadia Investment Advisors
Idaho
$99.1K +$135 +4 +0.1%
AF
65
Advisornet Financial
Minnesota
$89.7K +$3.21K +95 +4%
HI
66
Harbour Investments
Wisconsin
$78.4K -$62.1K -1,841 -46%
TF
67
TimeScale Financial
Massachusetts
$68.5K
US Bancorp
68
US Bancorp
Minnesota
$65K
ST
69
Smithfield Trust
Pennsylvania
$50K
AAG
70
Armstrong Advisory Group
Massachusetts
$47.8K +$30.5K +905 +207%
WWP
71
WR Wealth Planners
Missouri
$41.2K -$15.2K -449 -28%
ME
72
McIlrath & Eck
Washington
$38.6K
GRP
73
Global Retirement Partners
California
$38.4K +$33.1K +981 +1,001%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$38K -$120K -3,559 -77%
WFA
75
Wells Financial Advisors
Massachusetts
$34.4K +$32.6K +965 New