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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
76
Pin Oak Investment Advisors
Texas
$3K
JP Morgan Chase
77
JP Morgan Chase
New York
$2.2K +$2.25K +65 New
SWM
78
Spire Wealth Management
Virginia
$2.04K +$970 +28 +88%
IA
79
IFP Advisors
Florida
-$1.21M -48,687 Closed
FC
80
Fulcrum Capital
Washington
-$1.13M -34,354 Closed
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
-$699K -21,209 Closed
GG
82
GenWealth Group
New Jersey
-$594K -18,104 Closed
WOSD
83
WFA of San Diego
California
-$25.9K -791 Closed
NA
84
NewEdge Advisors
Louisiana
-$19.4K -591 Closed
Fidelity Investments
85
Fidelity Investments
Massachusetts
-$33 -1 Closed