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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
101
First United Bank & Trust
Maryland
$246K -$150K -3,805 -39%
MSWA
102
Marshall & Sterling Wealth Advisors
New York
$237K -$30.5K -776 -12%
FC
103
Financial Council
Maryland
$220K +$157 +4 +0.1%
SS
104
Sound Stewardship
Kansas
$220K +$208K +5,301 New
SEIA
105
Signature Estate & Investment Advisors
California
$214K +$202K +5,147 New
RL
106
Rogco LP
Oklahoma
$204K +$393 +10 +0.2%
CWA
107
Crux Wealth Advisors
California
$202K -$886K -22,545 -82%
GRP
108
Global Retirement Partners
California
$187K +$178K +4,517 New
ADL
109
Asset Dedication LLC
California
$153K +$89K +2,265 +159%
SC
110
Stephens Consulting
Michigan
$129K -$2.95K -75 -2%
MJRIC
111
Mogy Joel R Investment Counsel
California
$125K
AIA
112
Arcadia Investment Advisors
Idaho
$117K +$1.26K +32 +1%
AAP
113
Arax Advisory Partners
Colorado
$110K -$93.1K -2,369 -47%
PWM
114
Parkworth Wealth Management
California
$108K +$314 +8 +0.3%
LFG
115
Larson Financial Group
Missouri
$105K +$983 +25 +1%
WTFG
116
Wood Tarver Financial Group
Idaho
$101K +$472 +12 +0.5%
AIA
117
Armor Investment Advisors
North Carolina
$92.4K
MWM
118
Mascoma Wealth Management
New Hampshire
$82.7K -$5.78K -147 -7%
Morgan Stanley
119
Morgan Stanley
New York
$81.4K +$17.4K +442 +29%
MWA
120
Medallion Wealth Advisors
Connecticut
$77.2K +$3.42K +87 +5%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$73K
RDFA
122
Ritter Daniher Financial Advisory
Ohio
$66.4K
NRG
123
Nemes Rush Group
Michigan
$54.2K +$157 +4 +0.3%
Deutsche Bank
124
Deutsche Bank
Germany
$48.8K +$39.3K +1,000 +571%
AAG
125
Armstrong Advisory Group
Massachusetts
$48.1K +$6.01K +153 +15%