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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Armor Investment Advisors
North Carolina
$110K
HDIM
152
Hanson & Doremus Investment Management
Vermont
$97K -$2.87K -58 -3%
AAG
153
Armstrong Advisory Group
Massachusetts
$94.4K +$34K +687 +61%
Morgan Stanley
154
Morgan Stanley
New York
$84.4K -$24.2K -490 -23%
MWA
155
Medallion Wealth Advisors
Connecticut
$69.4K -$23.6K -477 -26%
GKIM
156
GW&K Investment Management
Massachusetts
$69K -$297 -6 -0.5%
RDFA
157
Ritter Daniher Financial Advisory
Ohio
$68.6K
ST
158
Smithfield Trust
Pennsylvania
$63K -$15.3K -310 -20%
NRG
159
Nemes Rush Group
Michigan
$62K -$37.5K -758 -39%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$52.1K +$4.45K +90 +10%
CSC
161
Caldwell Sutter Capital
California
$51.7K
GF
162
GGM Financials
Ohio
$51.2K -$185K -3,734 -79%
VNA
163
Valley National Advisers
Pennsylvania
$50.6K
APFP
164
Action Point Financial Planning
Michigan
$50.3K +$47.7K +964 New
FWP
165
FAS Wealth Partners
Kansas
$47.7K +$989 +20 +2%
SW
166
StrongBox Wealth
Missouri
$46.4K +$44K +889 New
US Bancorp
167
US Bancorp
Minnesota
$45.2K
HAP
168
Harbor Asset Planning
Massachusetts
$43.4K +$99 +2 +0.2%
FVIM
169
Fort Vancouver Investment Management
Washington
$40.7K
AA
170
Addison Advisors
Vermont
$36.5K
WTC
171
WhitTier Trust Company
Nevada
$36.3K
GIA
172
GHP Investment Advisors
Colorado
$35.8K +$99 +2 +0.3%
SAM
173
Sherman Asset Management
California
$35.5K
OAG
174
Oakmont Advisory Group
New Mexico
$31K +$29.4K +595 New
BFP
175
Birchwood Financial Partners
Minnesota
$30.4K +$99 +2 +0.3%