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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$101K -$18.5K -428 -15%
UFAC
102
Urban Financial Advisory Corp
Illinois
$100K +$476 +11 +0.5%
LFG
103
Larson Financial Group
Missouri
$95K +$3.07K +71 +3%
AIA
104
Armor Investment Advisors
North Carolina
$93.1K +$4.32K +100 +5%
ADL
105
Asset Dedication LLC
California
$84.3K +$44.6K +1,032 +105%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$74K +$76.2K +1,762 New
MWA
107
Medallion Wealth Advisors
Connecticut
$71.2K +$73.6K +1,703 New
Morgan Stanley
108
Morgan Stanley
New York
$63.4K +$216 +5 +0.3%
ACA
109
Aptus Capital Advisors
Alabama
$59.3K +$4.45K +103 +8%
NRG
110
Nemes Rush Group
Michigan
$54.3K +$56.1K +1,298 New
US Bancorp
111
US Bancorp
Minnesota
$49.6K – – –
ME
112
McIlrath & Eck
Washington
$45.3K – – –
HDIM
113
Hanson & Doremus Investment Management
Vermont
$45K – – –
AAG
114
Armstrong Advisory Group
Massachusetts
$42.1K -$22.9K -529 -34%
Deutsche Bank
115
Deutsche Bank
Germany
$41.8K +$25.9K +600 +150%
CSC
116
Caldwell Sutter Capital
California
$41.5K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$36.1K +$26.2K +606 +237%
ST
118
Smithfield Trust
Pennsylvania
$36K -$11K -255 -23%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$35.6K – – –
WFA
120
Wells Financial Advisors
Massachusetts
$33.5K – – –
WTC
121
WhitTier Trust Company
Nevada
$29.7K – – –
AA
122
Addison Advisors
Vermont
$29.3K – – –
GIA
123
GHP Investment Advisors
Colorado
$28.2K +$130 +3 +0.4%
FVIM
124
Fort Vancouver Investment Management
Washington
$26K – – –
OC
125
Oarsman Capital
Wisconsin
$21.6K +$1.95K +45 +10%