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iShares ESG Screened S&P Mid-Cap ETF
XJH
XJH
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Mascoma Wealth Management
Hanover,
New Hampshire
| $508K | +$487K | +14,127 | New |
|
|
JFA
2
JNBA Financial Advisors
Bloomington,
Minnesota
| $407K | +$246K | +7,136 | +171% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $240K | +$230K | +6,665 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $110K | +$35.1K | +1,017 | +50% |
|
|
HWMA
5
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $94K | +$89.8K | +2,603 | New |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| $13K | +$12.3K | +357 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$11.2K | +324 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $6K | +$6.14K | +178 | New |
|
9
Morgan Stanley
New York
| $2K | +$1.97K | +57 | New |
|
|
CIAS
10
CBIZ Investment Advisory Services
Independence,
Ohio
| $1K | – | – | – |
|
11
Jane Street
New York
| – | -$596K | -18,727 | Closed |
|