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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$15.7K -$130 -3 -0.8%
KFI
127
Key Financial Inc
Pennsylvania
$13.8K +$14.3K +330 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$12.8K – – –
JP Morgan Chase
129
JP Morgan Chase
New York
$10.6K -$112K -2,601 -91%
WWP
130
WR Wealth Planners
Missouri
$8.83K -$8.09K -187 -47%
RPA
131
Redwood Park Advisors
California
$8.74K +$9.04K +209 New
IA
132
IFP Advisors
Florida
$6.53K – – –
AF
133
Allworth Financial
California
$5.36K +$43 +1 +0.8%
MIA
134
Milestone Investment Advisors
Wisconsin
$5.02K +$5.19K +120 New
POIA
135
Pin Oak Investment Advisors
Texas
$4K – – –
AWM
136
Avior Wealth Management
Nebraska
$3.97K – – –
SWM
137
Spire Wealth Management
Virginia
$3.51K – – –
PS
138
Principal Securities
Iowa
$2.22K – – –
AW
139
Avion Wealth
Texas
$1K – – –
CIAS
140
CBIZ Investment Advisory Services
Ohio
$962 – – –
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
– -$2.93M -69,272 Closed
Citadel Advisors
142
Citadel Advisors
Florida
– -$1.61M -38,067 Closed
GSEP
143
Golden State Equity Partners
California
– -$57.2K -1,352 Closed
VAMG
144
Voisard Asset Management Group
Michigan
– -$40.6K -961 Closed