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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
151
WFA of San Diego
California
$35.9K
FVIM
152
Fort Vancouver Investment Management
Washington
$35.4K
WTC
153
WhitTier Trust Company
Nevada
$32.6K
AA
154
Addison Advisors
Vermont
$31.8K
GIA
155
GHP Investment Advisors
Colorado
$31K +$47 +1 +0.1%
SAM
156
Sherman Asset Management
California
$30.9K -$2.9K -62 -8%
MFP
157
Meramec Financial Planners
Missouri
$27.2K -$25.2K -539 -50%
BFP
158
Birchwood Financial Partners
Minnesota
$26.4K +$47 +1 +0.2%
Deutsche Bank
159
Deutsche Bank
Germany
$25K +$14.1K +300 +120%
BlackRock
160
BlackRock
New York
$19.4K +$20K +427 New
KFI
161
Key Financial Inc
Pennsylvania
$15K
RF
162
Rossby Financial
Florida
$13.4K +$13.1K +279 +2,146%
TBFA
163
Three Bearings Fiduciary Advisors
New Hampshire
$13.1K
IA
164
IFP Advisors
Florida
$11.3K
1NWS
165
1 North Wealth Services
Maryland
$11.1K
GFA
166
Godfrey Financial Associates
New York
$9.8K +$1.17K +25 +13%
RPA
167
Redwood Park Advisors
California
$9.6K +$47 +1 +0.5%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$6.29K +$6.56K +140 New
Wells Fargo
169
Wells Fargo
California
$6.22K -$20.7K -442 -76%
AF
170
Allworth Financial
California
$5.62K
MIA
171
Milestone Investment Advisors
Wisconsin
$5.45K
TCM
172
Triumph Capital Management
Colorado
$5.44K
FRA
173
Front Row Advisors
California
$4.54K
SWM
174
Spire Wealth Management
Virginia
$3.81K
MEG
175
Millstone Evans Group
Colorado
$3.08K