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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$360K +$113K +3,954 +45%
GF
27
Gries Financial
Ohio
$339K
US Bancorp
28
US Bancorp
Minnesota
$339K
HFA
29
Highland Financial Advisors
New Jersey
$334K +$84.5K +2,950 +33%
MML Investors Services
30
MML Investors Services
Massachusetts
$302K -$18.4K -643 -6%
RCS
31
Retirement Capital Strategies
California
$292K +$294K +10,260 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$290K
MWM
33
Merriman Wealth Management
Washington
$271K
SPC
34
Sigma Planning Corp
Michigan
$261K +$26.4K +923 +11%
KWA
35
KCS Wealth Advisory
California
$259K
RF
36
RHS Financial
California
$258K -$186K -6,490 -42%
TDWM
37
Topel & Distasi Wealth Management
California
$236K +$7.45K +260 +3%
HI
38
Harbour Investments
Wisconsin
$232K +$70.6K +2,466 +43%
MCM
39
Monument Capital Management
Virginia
$229K +$230K +8,045 New
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$224K +$226K +7,875 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$220K +$222K +7,740 New
Mariner
42
Mariner
Kansas
$215K +$217K +7,565 New
CA
43
Cetera Advisors
Colorado
$204K +$206K +7,187 New
Osaic Holdings
44
Osaic Holdings
Arizona
$171K +$137K +4,789 +390%
Bank of America
45
Bank of America
North Carolina
$129K +$11.9K +416 +10%
GBT
46
Grove Bank & Trust
Florida
$110K +$111K +3,863 New
AIA
47
Arcadia Investment Advisors
Idaho
$90.1K +$31.3K +1,092 +53%
UBS Group
48
UBS Group
Switzerland
$23K +$23.2K +809 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$19.2K +$10K +350 +108%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K