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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
176
Meramec Financial Planners
Missouri
$28.3K
BlackRock
177
BlackRock
New York
$22.3K
KFI
178
Key Financial Inc
Pennsylvania
$17.2K
Deutsche Bank
179
Deutsche Bank
Germany
$16.9K -$11.1K -225 -41%
TBFA
180
Three Bearings Fiduciary Advisors
New Hampshire
$15K
1NWS
181
1 North Wealth Services
Maryland
$12.8K
GFA
182
Godfrey Financial Associates
New York
$11.3K
RPA
183
Redwood Park Advisors
California
$11.1K
IA
184
IFP Advisors
Florida
$10.9K -$2.03K -41 -16%
MEG
185
Millstone Evans Group
Colorado
$7.46K +$3.71K +75 +110%
AF
186
Allworth Financial
California
$6.48K
MIA
187
Milestone Investment Advisors
Wisconsin
$6.26K
TCM
188
Triumph Capital Management
Colorado
$6.26K
FRA
189
Front Row Advisors
California
$5.26K
SWM
190
Spire Wealth Management
Virginia
$4.38K
CB
191
Community Bank
New York
$3.02K
AssetMark Inc
192
AssetMark Inc
California
$1.56K +$49 +1 +3%
CIAS
193
CBIZ Investment Advisory Services
Ohio
$1.13K
AW
194
Avion Wealth
Texas
$1K
PWC
195
Pathfinder Wealth Consulting
North Carolina
-$250K -5,504 Closed
SWA
196
Sax Wealth Advisors
New Jersey
-$245K -5,489 Closed
CAM
197
Clarity Asset Management
Iowa
-$134K -2,952 Closed
CI
198
Corient IA
Florida
-$40.8K -900 Closed
WOSD
199
WFA of San Diego
California
-$35.9K -791 Closed
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
-$6.29K -140 Closed