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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
126
Coastal Bridge Advisors
Connecticut
$257K +$244K +4,925 New
RW
127
Rede Wealth
Virginia
$254K +$12.6K +255 +6%
RL
128
Rogco LP
Oklahoma
$245K
KAS
129
Kestra Advisory Services
Texas
$243K +$231K +4,664 New
PCG
130
Prosperity Consulting Group
Maryland
$231K +$219K +4,421 New
DC
131
DeDora Capital
California
$230K +$218K +4,406 New
JWBC
132
J.W. Burns & Co
New York
$227K +$215K +4,350 New
WIC
133
Whitegate Investment Counselors
New Hampshire
$219K +$208K +4,200 New
EPP
134
ETF Portfolio Partners
Kansas
$219K +$208K +4,197 New
LWP
135
Laurel Wealth Planning
Minnesota
$218K +$206K +4,174 New
DC
136
Dorval Corp
Minnesota
$214K +$203K +4,098 New
RF
137
Rossby Financial
Florida
$205K +$180K +3,642 +1,247%
NCM
138
Novare Capital Management
North Carolina
$205K -$29.7K -600 -13%
AF
139
Amara Financial
California
$203K +$193K +3,900 New
LFG
140
Larson Financial Group
Missouri
$169K -$28.3K -573 -15%
MWM
141
Mascoma Wealth Management
New Hampshire
$167K +$99 +2 +0.1%
HBT
142
Hills Bank & Trust
Iowa
$163K -$6.92K -140 -4%
MJRIC
143
Mogy Joel R Investment Counsel
California
$156K
FUBT
144
First United Bank & Trust
Maryland
$155K -$1.73K -35 -1%
AIA
145
Arcadia Investment Advisors
Idaho
$149K +$445 +9 +0.3%
AAP
146
Arax Advisory Partners
Colorado
$146K +$7.96K +161 +6%
UFAC
147
Urban Financial Advisory Corp
Illinois
$145K +$137K +2,780 +278,000%
GRP
148
Global Retirement Partners
California
$128K +$122K +2,463 New
JP Morgan Chase
149
JP Morgan Chase
New York
$113K +$7.42K +150 +7%
BA
150
Blueline Advisors
New Hampshire
$111K -$346 -7 -0.3%