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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
101
Caldwell Sutter Capital
California
$41.9K
ADL
102
Asset Dedication LLC
California
$41.5K +$25K +614 +167%
VAMG
103
Voisard Asset Management Group
Michigan
$40.6K -$65.8K -1,615 -63%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$35.9K
WFA
105
Wells Financial Advisors
Massachusetts
$33.8K -$3.38K -83 -9%
WOSD
106
WFA of San Diego
California
$33.5K
WTC
107
WhitTier Trust Company
Nevada
$30K
AA
108
Addison Advisors
Vermont
$29.6K +$28.5K +700 New
GIA
109
GHP Investment Advisors
Colorado
$28.4K +$82 +2 +0.3%
FVIM
110
Fort Vancouver Investment Management
Washington
$26.3K
OC
111
Oarsman Capital
Wisconsin
$20K +$19.2K +472 New
AAP
112
Arax Advisory Partners
Colorado
$19.8K +$19.1K +469 New
Deutsche Bank
113
Deutsche Bank
Germany
$16.9K -$8.15K -200 -33%
WWP
114
WR Wealth Planners
Missouri
$16.8K -$204 -5 -1%
AssetMark Inc
115
AssetMark Inc
California
$16K +$448 +11 +3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$12.9K +$12.5K +306 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$10.8K +$7.26K +178 +228%
IA
118
IFP Advisors
Florida
$6.6K -$122 -3 -2%
AF
119
Allworth Financial
California
$5.14K
AWM
120
Avior Wealth Management
Nebraska
$4.02K
SWM
121
Spire Wealth Management
Virginia
$3.55K
POIA
122
Pin Oak Investment Advisors
Texas
$3K
PS
123
Principal Securities
Iowa
$2.24K
AW
124
Avion Wealth
Texas
$1K -$2.04K -50 -58%
CIAS
125
CBIZ Investment Advisory Services
Ohio
$972 +$41 +1 +5%