We are live on ! Find out more
XJH icon

iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$703K -$744K -17,857 -50%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$702K +$736K +17,666 +5,773%
TDWM
53
Topel & Distasi Wealth Management
California
$702K +$131K +3,148 +21%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$667K +$205K +4,921 +41%
NP
55
NorthRock Partners
Minnesota
$606K -$14.3K -343 -2%
APW
56
Atlantic Private Wealth
North Carolina
$603K +$83 +2 +0%
SWP
57
Stratos Wealth Partners
Ohio
$597K -$3.08K -74 -0.5%
B
58
Birchbrook
Maine
$543K +$579K +13,906 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$541K -$18.9K -454 -3%
OL
60
Optas LLC
Texas
$537K +$19.8K +476 +4%
PGA
61
Portland Global Advisors
Maine
$523K -$66.6K -1,600 -11%
CWM
62
Congress Wealth Management
Massachusetts
$505K +$84.6K +2,031 +19%
MFG
63
Magnus Financial Group
New York
$483K +$21.5K +517 +4%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$475K -$51.6K -1,238 -9%
Creative Planning
65
Creative Planning
Kansas
$440K -$101K -2,430 -18%
BBA
66
BLB&B Advisors
Pennsylvania
$435K +$61.7K +1,482 +15%
CAL
67
Capital Analysts LLC
Pennsylvania
$422K -$24.9K -598 -5%
PFA
68
Pathway Financial Advisors
Vermont
$413K +$19K +456 +5%
DC
69
Davenport & Co
Virginia
$411K +$7.71K +185 +2%
GLA
70
Good Life Advisors
Pennsylvania
$382K +$407K +9,768 New
FUBT
71
First United Bank & Trust
Maryland
$380K -$350K -8,405 -46%
AF
72
Amara Financial
California
$380K +$52.6K +1,262 +15%
Truist Financial
73
Truist Financial
North Carolina
$374K +$11.3K +272 +3%
NC
74
Napatree Capital
Rhode Island
$351K +$6.58K +158 +2%
IWC
75
Integrated Wealth Concepts
Massachusetts
$350K +$114K +2,725 +44%