We are live on ! Find out more
XJH icon

iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Parkworth Wealth Management
California
$101K +$292 +7 +0.3%
LFG
102
Larson Financial Group
Missouri
$98.2K +$10.2K +245 +11%
WTFG
103
Wood Tarver Financial Group
Idaho
$94.9K +$417 +10 +0.4%
UFAC
104
Urban Financial Advisory Corp
Illinois
$93.7K +$250 +6 +0.3%
AIA
105
Armor Investment Advisors
North Carolina
$87K – – –
MWM
106
Mascoma Wealth Management
New Hampshire
$83.7K -$11.3K -272 -11%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
MWA
108
Medallion Wealth Advisors
Connecticut
$68.5K +$1.79K +43 +3%
RDFA
109
Ritter Daniher Financial Advisory
Ohio
$62.5K +$66.6K +1,600 New
Morgan Stanley
110
Morgan Stanley
New York
$59.4K +$167 +4 +0.3%
ADL
111
Asset Dedication LLC
California
$55.7K -$24.5K -589 -29%
NRG
112
Nemes Rush Group
Michigan
$50.8K +$125 +3 +0.2%
US Bancorp
113
US Bancorp
Minnesota
$46.3K – – –
HDIM
114
Hanson & Doremus Investment Management
Vermont
$44K +$1.42K +34 +3%
ME
115
McIlrath & Eck
Washington
$42.3K – – –
AAG
116
Armstrong Advisory Group
Massachusetts
$42.1K – – –
CSC
117
Caldwell Sutter Capital
California
$38.7K – – –
BCWM
118
Bartlett & Co Wealth Management
Ohio
$37.7K +$4.79K +115 +14%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$33.7K – – –
ST
120
Smithfield Trust
Pennsylvania
$33K – – –
WFA
121
Wells Financial Advisors
Massachusetts
$31.3K – – –
FVIM
122
Fort Vancouver Investment Management
Washington
$28.3K +$4.29K +103 +17%
WTC
123
WhitTier Trust Company
Nevada
$27.7K – – –
AA
124
Addison Advisors
Vermont
$27.3K – – –
GIA
125
GHP Investment Advisors
Colorado
$26.4K +$83 +2 +0.3%