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iShares ESG Screened S&P Mid-Cap ETF
XJH

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.9M +$1.26M +30,302 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$20.7M +$2.76M +66,196 +14%
EB
3
Eastern Bank
Massachusetts
$12.8M -$2.11M -50,654 -13%
Mariner
4
Mariner
Kansas
$9.87M +$1.18M +28,443 +13%
B
5
Bailard
California
$8.43M +$198K +4,762 +2%
LPL Financial
6
LPL Financial
California
$7.38M +$3.67M +88,073 +87%
KOC
7
Koss-Olinger Consulting
Florida
$5.83M +$84.6K +2,030 +1%
SRWM
8
Shira Ridge Wealth Management
California
$5.31M +$472K +11,330 +9%
LGWM
9
Litman Gregory Wealth Management
California
$4.84M +$5.16M +123,946 New
Franklin Resources
10
Franklin Resources
California
$3.87M – – –
FF
11
Francis Financial
$3.71M -$12.8K -307 -0.3%
ASN
12
Advisory Services Network
Georgia
$3.39M +$698K +16,768 +24%
JFA
13
JNBA Financial Advisors
Minnesota
$3.38M +$336K +8,065 +10%
WIA
14
World Investment Advisors
California
$2.98M -$2.28M -54,750 -42%
CSP
15
Cary Street Partners
Virginia
$2.9M +$9.37K +225 +0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.68M -$338K -8,104 -11%
DL
17
DOHJ LLC
Washington
$2.36M +$733K +17,592 +41%
HWA
18
Hilltop Wealth Advisors
North Carolina
$1.68M -$33.6K -806 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.65M +$577K +13,864 +49%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$1.46M -$51.3K -1,231 -3%
PAG
21
Private Advisor Group
New Jersey
$1.44M -$431K -10,356 -22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.41M +$35.4K +850 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.37M -$63.7K -1,530 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M +$381K +9,145 +35%
OWM
25
Opes Wealth Management
California
$1.33M +$659K +15,825 +87%
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