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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$642K -$70.5K -1,425 -10%
CAL
77
Capital Analysts LLC
Pennsylvania
$627K -$26K -526 -4%
TFO
78
Tarbox Family Office
California
$605K +$157K +3,179 +38%
MFG
79
Magnus Financial Group
New York
$589K -$49.4K -999 -8%
DC
80
Davenport & Co
Virginia
$582K -$21.2K -429 -4%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$565K +$51.2K +1,035 +11%
PFA
82
Pathway Financial Advisors
Vermont
$555K +$2.87K +58 +0.5%
MCWS
83
McKinley Carter Wealth Services
West Virginia
$549K +$11.3K +228 +2%
WC
84
Weil Company
California
$521K -$26.1K -528 -5%
EIG
85
Ellenbecker Investment Group
Wisconsin
$510K +$243K +4,916 +101%
ACM
86
Armbruster Capital Management
New York
$492K +$9.89K +200 +2%
NFG
87
Nadler Financial Group
Illinois
$490K +$464K +9,390 New
HAIM
88
Hunter Associates Investment Management
Pennsylvania
$480K
BFS
89
Bradley Foster & Sargent
Connecticut
$468K
EC
90
Estate Counselors
Wisconsin
$460K +$436K +8,825 New
MFS
91
McNamara Financial Services
Massachusetts
$450K +$1.14K +23 +0.3%
Cerity Partners
92
Cerity Partners
New York
$445K -$27K -547 -6%
CPIG
93
Chicago Partners Investment Group
Illinois
$441K -$12.7K -257 -3%
MML Investors Services
94
MML Investors Services
Massachusetts
$429K +$95.6K +1,933 +31%
WAM
95
Weinberger Asset Management
California
$427K +$34.8K +704 +9%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$426K +$404K +8,177 New
Citadel Advisors
97
Citadel Advisors
Florida
$421K +$399K +8,068 New
HAG
98
HighPoint Advisor Group
Illinois
$407K -$297 -6 -0.1%
PI
99
PFG Investments
New York
$403K +$791 +16 +0.2%
WIA
100
Westview Investment Advisors
Vermont
$401K -$56.5K -1,143 -13%