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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
Financial Council
Maryland
$237K +$245 +6 +0.1%
RCG
77
Regatta Capital Group
California
$236K -$71.1K -1,745 -24%
NCM
78
Novare Capital Management
North Carolina
$235K
SWA
79
Sax Wealth Advisors
New Jersey
$221K +$213K +5,220 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$219K +$41 +1 +0%
JF
81
JSF Financial
California
$216K +$208K +5,104 New
PI
82
PFG Investments
New York
$213K +$205K +5,025 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$203K +$195K +4,790 New
GRP
84
Global Retirement Partners
California
$127K +$73.5K +1,803 +151%
JP Morgan Chase
85
JP Morgan Chase
New York
$121K +$73.3K +1,798 +170%
MWM
86
Mascoma Wealth Management
New Hampshire
$120K -$3.34K -82 -3%
AIA
87
Arcadia Investment Advisors
Idaho
$118K
MJRIC
88
Mogy Joel R Investment Counsel
California
$108K -$4.08K -100 -4%
UFAC
89
Urban Financial Advisory Corp
Illinois
$101K +$97.1K +2,381 New
SC
90
Stephens Consulting
Michigan
$95.9K -$6.89K -169 -7%
LFG
91
Larson Financial Group
Missouri
$93K +$21.7K +533 +32%
AIA
92
Armor Investment Advisors
North Carolina
$89.9K +$1.22K +30 +1%
AAG
93
Armstrong Advisory Group
Massachusetts
$64.9K +$775 +19 +1%
Morgan Stanley
94
Morgan Stanley
New York
$63.9K +$61.6K +1,510 New
GSEP
95
Golden State Equity Partners
California
$57.2K +$55.1K +1,352 New
ACA
96
Aptus Capital Advisors
Alabama
$55.6K +$53.6K +1,314 New
US Bancorp
97
US Bancorp
Minnesota
$50.2K
ST
98
Smithfield Trust
Pennsylvania
$47K
HDIM
99
Hanson & Doremus Investment Management
Vermont
$46K +$1.06K +26 +2%
ME
100
McIlrath & Eck
Washington
$45.8K