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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Weil Company
California
$454K -$8.86K -201 -2%
HAIM
77
Hunter Associates Investment Management
Pennsylvania
$411K +$406K +9,200 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$406K -$194K -4,407 -33%
CPIG
79
Chicago Partners Investment Group
Illinois
$406K +$1.37K +31 +0.4%
BFS
80
Bradley Foster & Sargent
Connecticut
$396K -$4.89K -111 -1%
NCM
81
Novare Capital Management
North Carolina
$370K -$10.4K -236 -3%
JAA
82
Joel Adams & Associates
North Carolina
$368K -$10.6K -240 -3%
ACM
83
Armbruster Capital Management
New York
$365K
AF
84
Amara Financial
California
$364K +$13.5K +307 +4%
TFO
85
Tarbox Family Office
California
$358K -$13.8K -313 -4%
HAG
86
HighPoint Advisor Group
Illinois
$349K +$344K +7,813 New
MPWS
87
McCarter Private Wealth Services
Massachusetts
$347K +$343K +7,772 New
AA
88
Alesco Advisors
New York
$346K
PI
89
PFG Investments
New York
$343K +$1.46K +33 +0.4%
MCM
90
MAI Capital Management
Ohio
$333K +$176 +4 +0.1%
WIA
91
Westview Investment Advisors
Vermont
$313K +$309K +7,016 New
ADL
92
Asset Dedication LLC
California
$311K +$42.6K +966 +16%
CFIA
93
Cantor Fitzgerald Investment Advisors
New York
$311K +$2.95K +67 +1%
II
94
Impact Investors
California
$301K +$2.65K +60 +0.9%
OL
95
Optas LLC
Texas
$299K -$4.5K -102 -2%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$296K +$215K +4,875 +277%
MML Investors Services
97
MML Investors Services
Massachusetts
$289K +$5.73K +130 +2%
COCM
98
Charter Oak Capital Management
New Hampshire
$270K +$35.1K +797 +15%
CASB
99
Cape Ann Savings Bank
Massachusetts
$265K +$17.6K +400 +7%
LPAM
100
Lodestar Private Asset Management
California
$260K +$485 +11 +0.2%