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iShares ESG Screened S&P Mid-Cap ETF
XJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$328K +$49.2K +1,137 +17%
ACM
77
Armbruster Capital Management
New York
$321K – – –
AA
78
Alesco Advisors
New York
$320K -$2.85K -66 -0.9%
WI
79
WrapManager Inc
California
$303K -$37K -855 -11%
II
80
Impact Investors
California
$273K +$282K +6,525 New
CA
81
Capital Advantage
California
$262K +$271K +6,273 New
DWA
82
Davis Wealth Advisors
New Hampshire
$262K +$271K +6,256 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$261K +$62.7K +1,451 +30%
FNC
84
First National Corp
Massachusetts
$251K -$4.76K -110 -2%
MCM
85
MAI Capital Management
Ohio
$248K +$389 +9 +0.2%
SCM
86
Stordahl Capital Management
Colorado
$248K +$256K +5,916 New
RCG
87
Regatta Capital Group
California
$233K – – –
NCM
88
Novare Capital Management
North Carolina
$233K – – –
FC
89
Financial Council
Maryland
$229K -$6.05K -140 -2%
SWA
90
Sax Wealth Advisors
New Jersey
$218K – – –
PI
91
PFG Investments
New York
$217K +$6.53K +151 +3%
JF
92
JSF Financial
California
$213K -$649 -15 -0.3%
RL
93
Rogco LP
Oklahoma
$164K +$169K +3,913 New
GRP
94
Global Retirement Partners
California
$131K +$5.36K +124 +4%
SC
95
Stephens Consulting
Michigan
$117K +$23.2K +536 +24%
AIA
96
Arcadia Investment Advisors
Idaho
$116K – – –
AAP
97
Arax Advisory Partners
Colorado
$110K +$93.9K +2,171 +463%
PWM
98
Parkworth Wealth Management
California
$108K +$112K +2,579 New
MJRIC
99
Mogy Joel R Investment Counsel
California
$107K – – –
WTFG
100
Wood Tarver Financial Group
Idaho
$101K +$105K +2,420 New
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