We are live on ! Find out more
XJH icon

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
$27.4M +$502K +11,392 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$25.5M +$1.01M +22,908 +4%
LPL Financial
3
LPL Financial
California
$17.7M +$6.36M +144,290 +57%
Mariner
4
Mariner
Kansas
$15.1M +$1.41M +32,027 +10%
EB
5
Eastern Bank
Massachusetts
$13.9M -$81.7K -1,854 -0.6%
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$11.3M -$247K -5,598 -2%
B
7
Bailard
California
$9.53M +$89.2K +2,022 +1%
MMA
8
Miracle Mile Advisors
California
$6.94M -$72K -1,632 -1%
LGWM
9
Litman Gregory Wealth Management
California
$6.07M +$73.2K +1,661 +1%
KOC
10
Koss-Olinger Consulting
Florida
$6.03M -$8.6K -195 -0.1%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$5.09M +$5.02M +113,963 New
HI
12
Harbour Investments
Wisconsin
$5.02M +$3.71M +84,041 +295%
Franklin Resources
13
Franklin Resources
California
$4.28M
JFA
14
JNBA Financial Advisors
Minnesota
$4.06M +$407K +9,235 +11%
ASN
15
Advisory Services Network
Georgia
$3.87M +$234K +5,305 +7%
CSP
16
Cary Street Partners
Virginia
$3.36M +$3.22K +73 +0.1%
WIA
17
World Investment Advisors
California
$2.72M -$69.3K -1,571 -3%
FF
18
Francis Financial
$2.31M +$71.6K +1,623 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.03M +$218K +4,941 +12%
HWA
20
Hilltop Wealth Advisors
North Carolina
$1.98M +$25.6K +580 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.87M -$122K -2,769 -6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$704K +15,972 +72%
OWM
23
Opes Wealth Management
California
$1.69M -$1.1K -25 -0.1%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.55M +$153K +3,477 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.48M -$332K -7,528 -18%