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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
51
Regatta Capital Group
California
$347K -$31.3K -912 -9%
SWP
52
Stratos Wealth Partners
Ohio
$342K +$1.99K +58 +0.6%
OL
53
Optas LLC
Texas
$338K -$364K -10,600 -54%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$330K +$4.26K +124 +1%
ACM
55
Armbruster Capital Management
New York
$322K +$24.1K +700 +9%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$320K +$291K +8,471 New
NC
57
Napatree Capital
Rhode Island
$316K +$288K +8,374 New
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$295K +$1.44K +42 +0.5%
Truist Financial
59
Truist Financial
North Carolina
$291K +$29.3K +853 +12%
MML Investors Services
60
MML Investors Services
Massachusetts
$255K -$45.7K -1,331 -16%
TFO
61
Tarbox Family Office
California
$237K -$8.59K -250 -4%
MCM
62
MAI Capital Management
Ohio
$231K +$211K +6,125 New
DC
63
Davenport & Co
Virginia
$224K
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$223K -$180K -5,228 -47%
AA
65
Alesco Advisors
New York
$214K +$195K +5,675 New
FC
66
Financial Council
Maryland
$211K +$192K +5,596 New
CPIG
67
Chicago Partners Investment Group
Illinois
$204K +$189K +5,493 New
AIA
68
Armor Investment Advisors
North Carolina
$140K +$7.66K +223 +6%
AIA
69
Arcadia Investment Advisors
Idaho
$105K +$103 +3 +0.1%
JP Morgan Chase
70
JP Morgan Chase
New York
$99.3K +$76K +2,212 +525%
VAMG
71
Voisard Asset Management Group
Michigan
$92.4K +$84.2K +2,449 New
HI
72
Harbour Investments
Wisconsin
$83K
US Bancorp
73
US Bancorp
Minnesota
$68.9K
Deutsche Bank
74
Deutsche Bank
Germany
$65.1K +$47.3K +1,375 +393%
SAM
75
Smartleaf Asset Management
Massachusetts
$54.9K +$49.4K +1,436 New