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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$485K +$106K +2,752 +30%
HWA
52
Hilltop Wealth Advisors
North Carolina
$471K -$181K -4,707 -29%
CAL
53
Capital Analysts LLC
Pennsylvania
$426K +$398K +10,359 New
Creative Planning
54
Creative Planning
Kansas
$424K +$231 +6 +0.1%
CFG
55
Carr Financial Group
Massachusetts
$411K +$385K +10,000 New
ACM
56
Armbruster Capital Management
New York
$387K +$34.6K +900 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$355K -$3.73K -97 -1%
Truist Financial
58
Truist Financial
North Carolina
$330K +$12K +313 +4%
RCG
59
Regatta Capital Group
California
$326K -$47.9K -1,245 -14%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$325K -$119K -3,085 -28%
WI
61
WrapManager Inc
California
$325K -$1.72M -44,613 -85%
SVWAG
62
Sound View Wealth Advisors Group
Georgia
$320K -$577 -15 -0.2%
NC
63
Napatree Capital
Rhode Island
$317K -$3.96K -103 -1%
AA
64
Alesco Advisors
New York
$310K +$71.9K +1,870 +33%
MML Investors Services
65
MML Investors Services
Massachusetts
$306K +$26.9K +699 +10%
EFM
66
Eley Financial Management
Vermont
$301K +$282K +7,330 New
MFG
67
Magnus Financial Group
New York
$297K +$278K +7,238 New
TFO
68
Tarbox Family Office
California
$270K +$10.9K +283 +5%
MWM
69
Mascoma Wealth Management
New Hampshire
$259K -$158K -4,114 -39%
PFA
70
Pathway Financial Advisors
Vermont
$248K +$232K +6,038 New
DC
71
Davenport & Co
Virginia
$244K
MCM
72
MAI Capital Management
Ohio
$241K -$9.73K -253 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$231K +$16.7K +435 +8%
FC
74
Financial Council
Maryland
$230K +$115 +3 +0.1%
NP
75
NorthRock Partners
Minnesota
$215K +$201K +5,226 New