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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