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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
101
Asset Dedication LLC
California
$312K -$4.45K -95 -1%
II
102
Impact Investors
California
$312K +$6.46K +138 +2%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$301K
FFS
104
Fortress Financial Solutions
Arizona
$296K +$45.3K +968 +17%
JAA
105
Joel Adams & Associates
North Carolina
$293K -$83.2K -1,777 -22%
MML Investors Services
106
MML Investors Services
Massachusetts
$285K -$9.23K -197 -3%
COCM
107
Charter Oak Capital Management
New Hampshire
$280K +$6.46K +138 +2%
CASB
108
Cape Ann Savings Bank
Massachusetts
$277K +$8.67K +185 +3%
FFP
109
Freedom Financial Partners
Minnesota
$264K +$52.3K +1,117 +24%
LPAM
110
Lodestar Private Asset Management
California
$263K -$1.08K -23 -0.4%
CA
111
Capital Advantage
California
$251K
PWC
112
Pathfinder Wealth Consulting
North Carolina
$250K
SWA
113
Sax Wealth Advisors
New Jersey
$245K
MSWA
114
Marshall & Sterling Wealth Advisors
New York
$244K +$3.47K +74 +1%
TFA
115
TPG Financial Advisors
Oregon
$243K +$12K +256 +5%
SS
116
Sound Stewardship
Kansas
$235K -$12.4K -265 -5%
FC
117
Financial Council
Maryland
$234K +$94 +2 +0%
MA
118
Mutual Advisors
Nebraska
$232K +$239K +5,105 New
EIG
119
Ellenbecker Investment Group
Wisconsin
$220K +$228K +4,859 New
GF
120
GGM Financials
Ohio
$214K +$221K +4,715 New
RL
121
Rogco LP
Oklahoma
$214K -$10.1K -215 -4%
RW
122
Rede Wealth
Virginia
$209K -$25K -534 -10%
NCM
123
Novare Capital Management
North Carolina
$206K -$176K -3,765 -45%
ME
124
McIlrath & Eck
Washington
$199K -$1.03K -22 -0.5%
LFG
125
Larson Financial Group
Missouri
$173K +$562 +12 +0.3%