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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFM
51
Eley Financial Management
Vermont
$857K +$1.72K +40 +0.2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$853K +$71.5K +1,659 +9%
TDWM
53
Topel & Distasi Wealth Management
California
$835K -$3.19K -74 -0.4%
ACA
54
Aptus Capital Advisors
Alabama
$818K +$3.32K +77 +0.4%
B
55
Birchbrook
Maine
$817K -$41K -951 -5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$708K +$19.7K +458 +3%
APW
57
Atlantic Private Wealth
North Carolina
$678K +$431 +10 +0.1%
NP
58
NorthRock Partners
Minnesota
$666K -$36.8K -853 -5%
SWP
59
Stratos Wealth Partners
Ohio
$643K +$6.81K +158 +1%
PGA
60
Portland Global Advisors
Maine
$629K
BWG
61
Beta Wealth Group
California
$620K -$15.5K -360 -2%
RW
62
RVW Wealth
California
$600K
IWC
63
Integrated Wealth Concepts
Massachusetts
$592K +$93.4K +2,167 +19%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$590K -$17.2K -398 -3%
Creative Planning
65
Creative Planning
Kansas
$552K +$302 +7 +0.1%
MFG
66
Magnus Financial Group
New York
$545K +$1.51K +35 +0.3%
SCM
67
Stordahl Capital Management
Colorado
$520K +$5.34K +124 +1%
BBA
68
BLB&B Advisors
Pennsylvania
$510K -$10.3K -240 -2%
DC
69
Davenport & Co
Virginia
$486K -$948 -22 -0.2%
CAL
70
Capital Analysts LLC
Pennsylvania
$465K -$5.17K -120 -1%
PFA
71
Pathway Financial Advisors
Vermont
$463K
WC
72
Weil Company
California
$454K +$48.5K +1,126 +12%
BFS
73
Bradley Foster & Sargent
Connecticut
$394K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$393K -$212K -4,909 -35%
CPIG
75
Chicago Partners Investment Group
Illinois
$381K +$9.18K +213 +3%