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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
26
Highland Financial Advisors
New Jersey
$385K -$11.1K -349 -3%
GF
27
Gries Financial
Ohio
$356K
US Bancorp
28
US Bancorp
Minnesota
$356K
WWA
29
WCG Wealth Advisors
Nevada
$342K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$341K
MWM
31
Merriman Wealth Management
Washington
$322K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$319K +$300K +9,438 New
KWA
33
KCS Wealth Advisory
California
$316K
RF
34
RHS Financial
California
$299K +$381 +12 +0.1%
SPC
35
Sigma Planning Corp
Michigan
$298K -$22.5K -708 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$297K +$155K +4,868 +125%
HI
37
Human Investing
Oregon
$286K +$18.2K +572 +7%
TDWM
38
Topel & Distasi Wealth Management
California
$281K
Mariner
39
Mariner
Kansas
$264K +$32 +1 +0%
MCM
40
Monument Capital Management
Virginia
$246K
CA
41
Cetera Advisors
Colorado
$243K
Osaic Holdings
42
Osaic Holdings
Arizona
$230K +$317 +10 +0.1%
CWM
43
Cornerstone Wealth Management
Missouri
$228K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$220K
CAAS
45
Capital Asset Advisory Services
Michigan
$203K +$188K +5,933 New
GBT
46
Grove Bank & Trust
Florida
$131K
AIA
47
Arcadia Investment Advisors
Idaho
$111K
HI
48
Harbour Investments
Wisconsin
$90K -$95 -3 -0.1%
JFA
49
JNBA Financial Advisors
Minnesota
$39.6K +$12.7K +401 +52%
AF
50
Advisornet Financial
Minnesota
$33.1K +$31.1K +979 New