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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
126
Hanson & Doremus Investment Management
Vermont
$46K – – –
ME
127
McIlrath & Eck
Washington
$44.9K – – –
BMM
128
Berkshire Money Management
Massachusetts
$41.5K +$39.3K +1,000 New
CSC
129
Caldwell Sutter Capital
California
$41.1K – – –
BCWM
130
Bartlett & Co Wealth Management
Ohio
$40K – – –
VNA
131
Valley National Advisers
Pennsylvania
$40K +$38.2K +971 New
US Bancorp
132
US Bancorp
Minnesota
$36K -$12.5K -319 -27%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$35.8K – – –
ST
134
Smithfield Trust
Pennsylvania
$35K – – –
HAP
135
Harbor Asset Planning
Massachusetts
$34.1K +$32.4K +823 New
WFA
136
Wells Financial Advisors
Massachusetts
$33.2K – – –
WOSD
137
WFA of San Diego
California
$32.8K +$31.1K +791 New
FVIM
138
Fort Vancouver Investment Management
Washington
$32.1K +$1.93K +49 +7%
WTC
139
WhitTier Trust Company
Nevada
$29.5K – – –
AA
140
Addison Advisors
Vermont
$29.1K – – –
GIA
141
GHP Investment Advisors
Colorado
$28.1K +$79 +2 +0.3%
JP Morgan Chase
142
JP Morgan Chase
New York
$24.7K +$17K +432 +267%
KFI
143
Key Financial Inc
Pennsylvania
$13.7K – – –
IA
144
IFP Advisors
Florida
$11.3K +$1.61K +41 +18%
1NWS
145
1 North Wealth Services
Maryland
$10.2K – – –
RPA
146
Redwood Park Advisors
California
$8.7K +$39 +1 +0.5%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$6.53K – – –
AF
148
Allworth Financial
California
$5.09K +$39 +1 +0.8%
MIA
149
Milestone Investment Advisors
Wisconsin
$4.98K – – –
SWM
150
Spire Wealth Management
Virginia
$3.49K – – –