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iShares ESG Screened S&P Mid-Cap ETF
XJH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
101
Fortress Financial Solutions
Arizona
$248K -$6.97K -158 -3%
CA
102
Capital Advantage
California
$247K +$244K +5,535 New
PWC
103
Pathfinder Wealth Consulting
North Carolina
$246K +$243K +5,504 New
SWA
104
Sax Wealth Advisors
New Jersey
$245K – – –
SS
105
Sound Stewardship
Kansas
$244K -$2.07K -47 -0.9%
MSWA
106
Marshall & Sterling Wealth Advisors
New York
$237K -$4.54K -103 -2%
FC
107
Financial Council
Maryland
$231K -$6.61K -150 -3%
RW
108
Rede Wealth
Virginia
$230K +$227K +5,143 New
TPF
109
Tribridge Partners Financial
Maryland
$229K +$226K +5,129 New
TFA
110
TPG Financial Advisors
Oregon
$228K +$22.1K +501 +11%
FFA
111
Farther Finance Advisors
California
$220K +$218K +4,937 New
RL
112
Rogco LP
Oklahoma
$220K – – –
MFS
113
McNamara Financial Services
Massachusetts
$212K +$209K +4,749 New
FFP
114
Freedom Financial Partners
Minnesota
$210K +$705 +16 +0.3%
KAS
115
Kestra Advisory Services
Texas
$202K +$200K +4,529 New
ME
116
McIlrath & Eck
Washington
$197K +$57.7K +1,308 +42%
LFG
117
Larson Financial Group
Missouri
$170K +$55.7K +1,264 +50%
HBT
118
Hills Bank & Trust
Iowa
$156K +$10.8K +244 +8%
MWM
119
Mascoma Wealth Management
New Hampshire
$150K +$132 +3 +0.1%
FUBT
120
First United Bank & Trust
Maryland
$135K -$161K -3,650 -55%
MJRIC
121
Mogy Joel R Investment Counsel
California
$134K – – –
AIA
122
Arcadia Investment Advisors
Idaho
$127K – – –
SC
123
Stephens Consulting
Michigan
$123K -$2.51K -57 -2%
AAP
124
Arax Advisory Partners
Colorado
$118K +$116K +2,640 New
GRP
125
Global Retirement Partners
California
$115K -$25.1K -569 -18%
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5
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