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iShares ESG Screened S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.4M +$567K +13,158 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$24M +$589K +13,661 +3%
EB
3
Eastern Bank
Massachusetts
$13.8M -$341K -7,922 -2%
Mariner
4
Mariner
Kansas
$13.4M +$802K +18,613 +6%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.3M +$11.1M +257,674 New
LPL Financial
6
LPL Financial
California
$11.1M +$1.66M +38,513 +18%
B
7
Bailard
California
$9.27M -$98K -2,275 -1%
MMA
8
Miracle Mile Advisors
California
$6.89M +$876K +20,325 +15%
SRWM
9
Shira Ridge Wealth Management
California
$6.02M -$187K -4,338 -3%
LGWM
10
Litman Gregory Wealth Management
California
$5.89M -$113K -2,621 -2%
KOC
11
Koss-Olinger Consulting
Florida
$5.61M
Franklin Resources
12
Franklin Resources
California
$4.2M
JFA
13
JNBA Financial Advisors
Minnesota
$3.59M +$28.4K +658 +0.8%
ASN
14
Advisory Services Network
Georgia
$3.57M +$105K +2,431 +3%
CSP
15
Cary Street Partners
Virginia
$3.29M
WIA
16
World Investment Advisors
California
$2.74M -$243K -5,629 -8%
FF
17
Francis Financial
$2.2M -$257K -5,965 -11%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.95M +$324K +7,529 +20%
HWA
19
Hilltop Wealth Advisors
North Carolina
$1.92M -$22.9K -532 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.78M -$971K -22,531 -36%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.78M -$105K -2,447 -6%
OWM
22
Opes Wealth Management
California
$1.66M -$55.6K -1,290 -3%
RFA
23
RTD Financial Advisors
Pennsylvania
$1.46M +$105K +2,443 +8%
GAM
24
Gould Asset Management
California
$1.41M -$1.72K -40 -0.1%
BRIA
25
Balanced Rock Investment Advisors
Massachusetts
$1.37M +$13.1K +304 +1%