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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$596K +$1.63K +40 +0.3%
CWM
52
Congress Wealth Management
Massachusetts
$579K -$74.9K -1,838 -12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$549K -$14.9K -365 -3%
OL
54
Optas LLC
Texas
$535K +$14.1K +347 +3%
Creative Planning
55
Creative Planning
Kansas
$506K -$85.3K -2,091 -15%
SWP
56
Stratos Wealth Partners
Ohio
$498K -$2.77K -68 -0.6%
CAL
57
Capital Analysts LLC
Pennsylvania
$482K +$2.04K +50 +0.4%
MFG
58
Magnus Financial Group
New York
$457K +$57.8K +1,418 +15%
CFG
59
Carr Financial Group
Massachusetts
$425K +$1.39K +34 +0.3%
MML Investors Services
60
MML Investors Services
Massachusetts
$409K +$856 +21 +0.2%
BBA
61
BLB&B Advisors
Pennsylvania
$408K +$394K +9,659 New
Truist Financial
62
Truist Financial
North Carolina
$387K +$36.7K +899 +11%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$376K -$329K -8,076 -48%
NC
64
Napatree Capital
Rhode Island
$375K +$24.8K +608 +7%
PFA
65
Pathway Financial Advisors
Vermont
$367K +$59K +1,448 +20%
AF
66
Amara Financial
California
$362K +$349K +8,550 New
DC
67
Davenport & Co
Virginia
$359K +$97.4K +2,390 +39%
WI
68
WrapManager Inc
California
$343K +$10.5K +258 +3%
CFIA
69
Cantor Fitzgerald Investment Advisors
New York
$337K -$12.9K -316 -4%
TFO
70
Tarbox Family Office
California
$337K +$28.2K +691 +9%
AA
71
Alesco Advisors
New York
$326K
ACM
72
Armbruster Capital Management
New York
$325K -$78.5K -1,925 -20%
CPIG
73
Chicago Partners Investment Group
Illinois
$281K +$24.9K +611 +10%
FNC
74
First National Corp
Massachusetts
$259K +$249K +6,118 New
MCM
75
MAI Capital Management
Ohio
$250K +$1.63K +40 +0.7%