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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
101
WR Wealth Planners
Missouri
$15.9K -$23.2K -586 -59%
ADL
102
Asset Dedication LLC
California
$14.6K +$14.6K +368 New
AssetMark Inc
103
AssetMark Inc
California
$14.6K +$14.6K +368 New
IA
104
IFP Advisors
Florida
$6.29K +$3.69K +93 +141%
AF
105
Allworth Financial
California
$4.93K +$4.79K +121 New
POIA
106
Pin Oak Investment Advisors
Texas
$4K
AWM
107
Avior Wealth Management
Nebraska
$3.76K +$3.76K +95 New
SWM
108
Spire Wealth Management
Virginia
$3.32K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.09K
AW
110
Avion Wealth
Texas
$3K +$3.41K +86 New
PS
111
Principal Securities
Iowa
$2.1K
CIAS
112
CBIZ Investment Advisory Services
Ohio
$871
SAM
113
Smartleaf Asset Management
Massachusetts
$39 -$12.7K -320 -100%
Citadel Advisors
114
Citadel Advisors
Florida
-$1.64M -39,870 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
-$1.17M -28,547 Closed
FCM
116
Fortis Capital Management
Washington
-$867K -21,096 Closed
PBF
117
Petix & Botte Financial
California
-$513K -12,489 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
-$44K -1,066 Closed
TCOV
119
Trust Company of Vermont
Vermont
-$39K -949 Closed
FIM
120
Fernwood Investment Management
Massachusetts
-$24.9K -605 Closed
WIC
121
Woodmont Investment Counsel
Tennessee
-$19.1K -464 Closed
Morgan Stanley
122
Morgan Stanley
New York
-$53 -1 Closed