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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
GHP Investment Advisors
Colorado
$30.5K +$132 +3 +0.4%
BFP
152
Birchwood Financial Partners
Minnesota
$25.9K +$25.6K +581 New
Wells Fargo
153
Wells Fargo
California
$25.9K +$25.5K +579 New
JP Morgan Chase
154
JP Morgan Chase
New York
$22.7K +$9.04K +205 +68%
KFI
155
Key Financial Inc
Pennsylvania
$14.7K
TBFA
156
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K +$12.7K +288 New
Deutsche Bank
157
Deutsche Bank
Germany
$11.2K -$23.1K -525 -68%
IA
158
IFP Advisors
Florida
$11.2K +$2.34K +53 +27%
1NWS
159
1 North Wealth Services
Maryland
$10.9K
RPA
160
Redwood Park Advisors
California
$9.43K +$44 +1 +0.5%
GFA
161
Godfrey Financial Associates
New York
$8.52K +$8.42K +191 New
AF
162
Allworth Financial
California
$5.52K +$44 +1 +0.8%
MIA
163
Milestone Investment Advisors
Wisconsin
$5.36K
TCM
164
Triumph Capital Management
Colorado
$5.36K +$5.29K +120 New
FRA
165
Front Row Advisors
California
$4.46K
SWM
166
Spire Wealth Management
Virginia
$3.75K
MEG
167
Millstone Evans Group
Colorado
$3.04K
CB
168
Community Bank
New York
$2.59K +$2.56K +58 New
AssetMark Inc
169
AssetMark Inc
California
$1.34K -$441 -10 -25%
UBS Group
170
UBS Group
Switzerland
$1.21K +$1.19K +27 New
CIAS
171
CBIZ Investment Advisory Services
Ohio
$1.12K +$44 +1 +4%
AW
172
Avion Wealth
Texas
$1K
RF
173
Rossby Financial
Florida
$580
UFAC
174
Urban Financial Advisory Corp
Illinois
$38
SEIA
175
Signature Estate & Investment Advisors
California
-$211K -4,815 Closed