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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
76
CIBC Bancorp USA
Illinois
$524K +$626K +13,361 New
OL
77
Optas LLC
Texas
$515K +$218K +4,664 +70%
PFA
78
Pathway Financial Advisors
Vermont
$491K
WC
79
Weil Company
California
$477K +$16.7K +356 +4%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$476K +$419K +8,950 +1,050%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$467K -$426K -9,097 -47%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$443K +$372K +7,944 +439%
CPIG
83
Chicago Partners Investment Group
Illinois
$437K +$11.3K +241 +3%
ACM
84
Armbruster Capital Management
New York
$419K +$49.2K +1,050 +13%
HAIM
85
Hunter Associates Investment Management
Pennsylvania
$417K
Cerity Partners
86
Cerity Partners
New York
$412K +$426K +9,089 New
BFS
87
Bradley Foster & Sargent
Connecticut
$407K +$4.59K +98 +1%
MPWS
88
McCarter Private Wealth Services
Massachusetts
$407K +$56.2K +1,200 +15%
BAM
89
Belpointe Asset Management
Nevada
$407K +$420K +8,972 New
FCA
90
Fortis Capital Advisors
Kansas
$407K +$420K +8,972 New
FFA
91
Farther Finance Advisors
California
$404K +$182K +3,878 +79%
WIA
92
Westview Investment Advisors
Vermont
$401K +$85.3K +1,821 +26%
MFS
93
McNamara Financial Services
Massachusetts
$390K +$181K +3,856 +81%
TFO
94
Tarbox Family Office
California
$382K +$19K +406 +5%
HAG
95
HighPoint Advisor Group
Illinois
$354K -$468 -10 -0.1%
PI
96
PFG Investments
New York
$349K +$749 +16 +0.2%
WAM
97
Weinberger Asset Management
California
$347K +$358K +7,653 New
TPF
98
Tribridge Partners Financial
Maryland
$347K +$115K +2,446 +48%
MCM
99
MAI Capital Management
Ohio
$326K -$12.6K -270 -4%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$317K +$1.36K +29 +0.4%