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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$374K -$7.76K -180 -2%
JAA
77
Joel Adams & Associates
North Carolina
$372K +$1.03K +24 +0.3%
TFO
78
Tarbox Family Office
California
$365K +$129 +3 +0%
ACM
79
Armbruster Capital Management
New York
$358K
AF
80
Amara Financial
California
$344K -$13.9K -323 -4%
AA
81
Alesco Advisors
New York
$339K
PI
82
PFG Investments
New York
$336K +$905 +21 +0.3%
MCM
83
MAI Capital Management
Ohio
$326K +$8.71K +202 +3%
CFIA
84
Cantor Fitzgerald Investment Advisors
New York
$303K +$1.25K +29 +0.4%
OL
85
Optas LLC
Texas
$298K -$325K -7,532 -53%
FNC
86
First National Corp
Massachusetts
$294K +$9.39K +218 +3%
FUBT
87
First United Bank & Trust
Maryland
$293K +$32.5K +755 +13%
II
88
Impact Investors
California
$293K -$6.25K -145 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$279K +$13.6K +316 +5%
ADL
90
Asset Dedication LLC
California
$263K +$99.8K +2,315 +63%
LPAM
91
Lodestar Private Asset Management
California
$255K +$250K +5,808 New
FFS
92
Fortress Financial Solutions
Arizona
$250K -$22.1K -513 -8%
CASB
93
Cape Ann Savings Bank
Massachusetts
$242K -$22.2K -515 -9%
SS
94
Sound Stewardship
Kansas
$241K +$8.66K +201 +4%
SWA
95
Sax Wealth Advisors
New Jersey
$241K -$36.4K -845 -13%
MSWA
96
Marshall & Sterling Wealth Advisors
New York
$237K -$13.6K -316 -6%
FC
97
Financial Council
Maryland
$233K +$129 +3 +0.1%
COCM
98
Charter Oak Capital Management
New Hampshire
$230K +$226K +5,244 New
RL
99
Rogco LP
Oklahoma
$216K
SEIA
100
Signature Estate & Investment Advisors
California
$211K -$14.3K -332 -6%