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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
126
Key Financial Inc
Pennsylvania
$12.9K – – –
1NWS
127
1 North Wealth Services
Maryland
$9.57K +$10.2K +245 New
IA
128
IFP Advisors
Florida
$9.03K +$3.12K +75 +48%
RPA
129
Redwood Park Advisors
California
$8.17K – – –
Deutsche Bank
130
Deutsche Bank
Germany
$6.84K -$34.4K -825 -83%
JP Morgan Chase
131
JP Morgan Chase
New York
$6.34K -$3.83K -92 -36%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$6.16K +$6.66K +160 New
MIA
133
Milestone Investment Advisors
Wisconsin
$4.69K – – –
AF
134
Allworth Financial
California
$4.66K – – –
POIA
135
Pin Oak Investment Advisors
Texas
$4K – – –
SWM
136
Spire Wealth Management
Virginia
$3.28K – – –
PS
137
Principal Securities
Iowa
$2.22K – – –
AssetMark Inc
138
AssetMark Inc
California
$1.45K -$14.1K -339 -90%
AW
139
Avion Wealth
Texas
$1K – – –
CIAS
140
CBIZ Investment Advisory Services
Ohio
$899 – – –
Jane Street
141
Jane Street
New York
– -$688K -16,444 Closed
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
– -$481K -11,487 Closed
WI
143
WrapManager Inc
California
– -$303K -7,251 Closed
RCG
144
Regatta Capital Group
California
– -$233K -5,580 Closed
NCM
145
Novare Capital Management
North Carolina
– -$233K -5,560 Closed
JF
146
JSF Financial
California
– -$213K -5,089 Closed
OC
147
Oarsman Capital
Wisconsin
– -$21.6K -517 Closed
AWM
148
Avior Wealth Management
Nebraska
– -$3.97K -95 Closed