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iShares ESG Screened S&P Mid-Cap ETF
XJH

Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$8.88M +$815K +22,885 +10%
B
2
Bailard
California
$6.7M +$156K +4,392 +2%
SRWM
3
Shira Ridge Wealth Management
California
$4.5M +$40K +1,123 +0.9%
EB
4
Eastern Bank
Massachusetts
$4.33M -$113K -3,168 -2%
KOC
5
Koss-Olinger Consulting
Florida
$3.42M +$3.6M +101,014 New
RW
6
RVW Wealth
California
$3.28M -$1.25M -35,005 -27%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.89M +$979K +27,505 +97%
Mariner
8
Mariner
Kansas
$1.74M +$391K +10,982 +27%
JFA
9
JNBA Financial Advisors
Minnesota
$1.65M +$66.6K +1,869 +4%
Franklin Resources
10
Franklin Resources
California
$1.61M +$490K +13,755 +41%
Jane Street
11
Jane Street
New York
$1.55M +$292K +8,191 +22%
Citadel Advisors
12
Citadel Advisors
Florida
$1.51M +$931K +26,137 +141%
ASN
13
Advisory Services Network
Georgia
$1.34M +$723K +20,317 +105%
Bank of America
14
Bank of America
North Carolina
$1.29M +$999K +28,043 +281%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.28M -$19.7K -553 -1%
AF
16
Affiance Financial
Minnesota
$1.26M +$49.8K +1,399 +4%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$1.17M +$544K +15,290 +80%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.11M +$2.63K +74 +0.2%
BFO
19
Biltmore Family Office
North Carolina
$1.06M – – –
Goldman Sachs
20
Goldman Sachs
New York
$1.04M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.02M +$90.6K +2,544 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$959K +$130K +3,639 +15%
GAM
23
Gould Asset Management
California
$953K +$53.4K +1,500 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$712K -$71.6K -2,012 -9%
LPL Financial
25
LPL Financial
California
$703K +$124K +3,493 +20%
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