We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$321K -$95.1K -3,175 -23%
WWA
27
WCG Wealth Advisors
Nevada
$313K +$303K +10,125 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$311K +$302K +10,074 New
MWM
29
Merriman Wealth Management
Washington
$294K
SPC
30
Sigma Planning Corp
Michigan
$294K +$9.61K +321 +3%
KWA
31
KCS Wealth Advisory
California
$289K +$6.86K +229 +3%
RF
32
RHS Financial
California
$273K -$7.25K -242 -3%
TDWM
33
Topel & Distasi Wealth Management
California
$256K
HI
34
Human Investing
Oregon
$243K +$236K +7,872 New
Mariner
35
Mariner
Kansas
$241K +$7.51K +251 +3%
MCM
36
Monument Capital Management
Virginia
$225K -$23.1K -771 -10%
CA
37
Cetera Advisors
Colorado
$222K
Osaic Holdings
38
Osaic Holdings
Arizona
$210K +$23.3K +778 +13%
CWM
39
Cornerstone Wealth Management
Missouri
$208K +$202K +6,745 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$201K +$194K +6,493 New
Bank of America
41
Bank of America
North Carolina
$157K +$16.5K +551 +12%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$121K -$587K -19,597 -83%
GBT
43
Grove Bank & Trust
Florida
$119K
AIA
44
Arcadia Investment Advisors
Idaho
$102K +$3.65K +122 +4%
HI
45
Harbour Investments
Wisconsin
$82.4K -$165K -5,512 -67%
UBS Group
46
UBS Group
Switzerland
$59.4K +$33.3K +1,112 +137%
JFA
47
JNBA Financial Advisors
Minnesota
$23.8K +$15.1K +503 +188%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
MIA
49
Milestone Investment Advisors
Wisconsin
$9.27K
SWM
50
Spire Wealth Management
Virginia
$8.9K +$8.62K +288 New