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
Truist Financial
51
Truist Financial
North Carolina
$889K -$20.4K -463 -2%
B
52
Birchbrook
Maine
$874K +$41.5K +941 +5%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$866K -$143K -3,250 -14%
TDWM
54
Topel & Distasi Wealth Management
California
$863K +$12.6K +286 +2%
ACA
55
Aptus Capital Advisors
Alabama
$846K +$12.4K +282 +2%
VAF
56
Values Added Financial
District of Columbia
$827K -$233K -5,288 -22%
MOS
57
MGO One Seven
Ohio
$812K +$802K +18,184 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$810K +$51.8K +1,175 +7%
WAT
59
Wealth Advisory Team
Kentucky
$763K +$753K +17,087 New
Baird Financial Group
60
Baird Financial Group
Wisconsin
$725K +$124K +2,803 +21%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$698K -$175K -3,961 -20%
NP
62
NorthRock Partners
Minnesota
$694K +$16.2K +368 +2%
APW
63
Atlantic Private Wealth
North Carolina
$691K +$441 +10 +0.1%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$667K -$587K -13,324 -47%
PGA
65
Portland Global Advisors
Maine
$640K
BWG
66
Beta Wealth Group
California
$629K -$1.5K -34 -0.2%
RW
67
RVW Wealth
California
$611K
Creative Planning
68
Creative Planning
Kansas
$566K +$3.44K +78 +0.6%
MFG
69
Magnus Financial Group
New York
$557K +$2.56K +58 +0.5%
SCM
70
Stordahl Capital Management
Colorado
$541K +$11.5K +260 +2%
BBA
71
BLB&B Advisors
Pennsylvania
$532K +$13.1K +296 +3%
DC
72
Davenport & Co
Virginia
$518K +$22.5K +510 +5%
SWP
73
Stratos Wealth Partners
Ohio
$507K -$146K -3,308 -23%
PFA
74
Pathway Financial Advisors
Vermont
$499K +$7.1K +161 +2%
CAL
75
Capital Analysts LLC
Pennsylvania
$488K +$14.2K +323 +3%