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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
$26.2M -$1.68M -35,922 -6%
Raymond James Financial
2
Raymond James Financial
Florida
$21.4M -$4.66M -99,496 -17%
LPL Financial
3
LPL Financial
California
$18.1M +$87.1K +1,859 +0.5%
Mariner
4
Mariner
Kansas
$15.9M +$650K +13,882 +4%
EB
5
Eastern Bank
Massachusetts
$13.3M -$936K -19,986 -6%
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$11.1M -$382K -8,155 -3%
B
7
Bailard
California
$9.86M +$185K +3,948 +2%
MMA
8
Miracle Mile Advisors
California
$7.5M +$462K +9,856 +6%
KOC
9
Koss-Olinger Consulting
Florida
$6.17M +$38.5K +822 +0.6%
BPA
10
Beacon Pointe Advisors
California
$6.03M +$6.22M +132,844 New
HI
11
Harbour Investments
Wisconsin
$5.63M +$540K +11,537 +10%
KeyBank National Association
12
KeyBank National Association
Ohio
$5.23M +$5.4M +115,370 New
Franklin Resources
13
Franklin Resources
California
$4.35M
JFA
14
JNBA Financial Advisors
Minnesota
$3.91M -$227K -4,841 -5%
CSP
15
Cary Street Partners
Virginia
$3.34M -$74.6K -1,593 -2%
ASN
16
Advisory Services Network
Georgia
$3.08M -$879K -18,767 -22%
WIA
17
World Investment Advisors
California
$2.83M +$66.4K +1,418 +2%
FF
18
Francis Financial
$2.38M +$34.1K +729 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.25M +$533K +11,382 +30%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.18M +$113K +2,421 +5%
HWA
21
Hilltop Wealth Advisors
North Carolina
$1.99M -$23.8K -509 -1%
SLG
22
Sanchez Levi Garrett
$1.92M +$1.98M +42,270 New
Creative Planning
23
Creative Planning
Kansas
$1.88M +$1.35M +28,850 +228%
OWM
24
Opes Wealth Management
California
$1.75M +$37K +789 +2%
SI
25
Seeds Investor
New York
$1.74M +$1.69M +36,044 New