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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$201K +$218K +7,073 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$185K +$139K +4,505 +220%
HI
28
Harbour Investments
Wisconsin
$162K +$176K +5,712 New
SWM
29
Selective Wealth Management
Virginia
$134K +$101K +3,268 +225%
Bank of America
30
Bank of America
North Carolina
$98K +$1.51K +49 +1%
COCM
31
Charter Oak Capital Management
New Hampshire
$81K
SPIA
32
Steward Partners Investment Advisory
New York
$67K +$73.1K +2,371 New
AIA
33
Arcadia Investment Advisors
Idaho
$59K +$1.08K +35 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$40K +$27.8K +900 +179%
SBL
35
Sargent Bickham Lagudis
Colorado
$9K
US Bancorp
36
US Bancorp
Minnesota
$6K
BlackRock
37
BlackRock
New York
$5K +$5.03K +163 New
APA
38
American Portfolios Advisors
New York
$4.94K
ST
39
Smithfield Trust
Pennsylvania
$4K +$4.54K +147 New
JFA
40
JNBA Financial Advisors
Minnesota
$3K
RCS
41
Retirement Capital Strategies
California
-$4.57M -137,661 Closed
HighTower Advisors
42
HighTower Advisors
Illinois
-$2.93M -85,276 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$501K -14,580 Closed
Walleye Capital
44
Walleye Capital
New York
-$327K -9,522 Closed
SAS
45
Sanford Advisory Services
Michigan
-$201K -5,853 Closed
UBS Group
46
UBS Group
Switzerland
-$17K -480 Closed
PFS
47
Prospera Financial Services
Texas
-$15K -450 Closed