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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$256K
KWA
27
KCS Wealth Advisory
California
$245K +$45.5K +1,517 +20%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$244K +$75.8K +2,529 +39%
TDWM
29
Topel & Distasi Wealth Management
California
$237K +$241K +8,040 New
HFA
30
Highland Financial Advisors
New Jersey
$236K +$44.6K +1,487 +20%
AIA
31
Armor Investment Advisors
North Carolina
$234K +$749 +25 +0.3%
SPC
32
Sigma Planning Corp
Michigan
$222K
HI
33
Harbour Investments
Wisconsin
$162K
SWM
34
Selective Wealth Management
Virginia
$124K -$2.64K -88 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$112K +$54.1K +1,805 +76%
Bank of America
36
Bank of America
North Carolina
$111K +$19.9K +664 +19%
AIA
37
Arcadia Investment Advisors
Idaho
$55.7K
Osaic Holdings
38
Osaic Holdings
Arizona
$33K -$5.21K -174 -12%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K +$12K +400 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.74K +325 New
SBL
41
Sargent Bickham Lagudis
Colorado
$8K
APA
42
American Portfolios Advisors
New York
$5.98K +$1.47K +49 +28%
BlackRock
43
BlackRock
New York
$4K
JFA
44
JNBA Financial Advisors
Minnesota
$3K +$569 +19 +18%
Jane Street
45
Jane Street
New York
-$1.81M -63,842 Closed
CWM
46
Cornerstone Wealth Management
Missouri
-$201K -7,073 Closed
COCM
47
Charter Oak Capital Management
New Hampshire
-$81K -2,860 Closed
ST
48
Smithfield Trust
Pennsylvania
-$4K -147 Closed