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iShares ESG Screened S&P Mid-Cap ETF
XJH
XJH
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
POIA
101
Pin Oak Investment Advisors
Houston,
Texas
| $4K | – | – | – |
|
|
SWM
102
Spire Wealth Management
Mclean,
Virginia
| $3.45K | +$923 | +24 | +40% |
|
103
Fidelity Investments
Boston,
Massachusetts
| $3.2K | +$2.96K | +77 | +7,700% |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| $2.71K | +$2.54K | +66 | New |
|
|
PS
105
Principal Securities
Des Moines,
Iowa
| $2.18K | +$77 | +2 | +4% |
|
|
CIAS
106
CBIZ Investment Advisory Services
Independence,
Ohio
| $904 | +$846 | +22 | New |
|
107
Morgan Stanley
New York
| $53 | +$38 | +1 | New |
|
|
KOC
108
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$4.55M | -120,568 | Closed |
|
|
GG
109
GenWealth Group
Maplewood,
New Jersey
| – | -$700K | -18,545 | Closed |
|
|
OCM
110
One Capital Management
Westlake Village,
California
| – | -$560K | -14,849 | Closed |
|
111
JP Morgan Chase
New York
| – | -$99.3K | -2,633 | Closed |
|