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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$776K -$41.7K -1,088 -5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$713K +$1.19K +31 +0.2%
MML Investors Services
28
MML Investors Services
Massachusetts
$652K +$20.6K +538 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$629K +$74.4K +1,941 +14%
BSW
30
Buckingham Strategic Wealth
Missouri
$582K
TFO
31
Tarbox Family Office
California
$568K +$39.1K +1,021 +8%
CA
32
Cetera Advisors
Colorado
$505K +$213K +5,548 +79%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$505K +$225K +5,865 +88%
SS
34
Sunbelt Securities
Texas
$490K +$31.6K +826 +7%
EWA
35
Emergent Wealth Advisors
New York
$478K +$119K +3,107 +36%
CFGA
36
Cambridge Financial Group (Arizona)
Arizona
$461K
AIA
37
Armor Investment Advisors
North Carolina
$457K -$1.38K -36 -0.3%
DJSG
38
D.J. St. Germain
Massachusetts
$450K -$15.4K -402 -3%
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$441K -$7.62K -199 -2%
HFA
40
Highland Financial Advisors
New Jersey
$422K -$54.2K -1,415 -12%
MWM
41
Merriman Wealth Management
Washington
$411K +$25.7K +670 +7%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$410K
WWA
43
WCG Wealth Advisors
Nevada
$408K
HI
44
Human Investing
Oregon
$407K +$57.6K +1,503 +17%
NL
45
Navalign LLC
California
$376K -$690 -18 -0.2%
KAS
46
Kestra Advisory Services
Texas
$360K +$34.9K +910 +11%
NC
47
Napatree Capital
Rhode Island
$349K -$59.7K -1,559 -15%
MBT
48
Montecito Bank & Trust
California
$334K -$10K -261 -3%
MFG
49
Magnus Financial Group
New York
$322K +$306K +7,988 New
RF
50
RHS Financial
California
$314K -$42K -1,097 -12%