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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$861K
MML Investors Services
27
MML Investors Services
Massachusetts
$785K +$101K +2,498 +15%
MCM
28
MAI Capital Management
Ohio
$768K -$40.9K -1,016 -5%
TFO
29
Tarbox Family Office
California
$614K +$20K +496 +4%
BSW
30
Buckingham Strategic Wealth
Missouri
$608K
NP
31
NorthRock Partners
Minnesota
$549K +$272K +6,770 +108%
KAS
32
Kestra Advisory Services
Texas
$528K +$146K +3,624 +41%
EWA
33
Emergent Wealth Advisors
New York
$518K +$18K +448 +4%
MFG
34
Magnus Financial Group
New York
$509K +$165K +4,104 +51%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$507K -$19.2K -477 -4%
VW
36
Veridan Wealth
Oregon
$505K +$426K +10,596 New
SFC
37
Sprinkle Financial Consultants
Colorado
$491K +$470K +11,681 New
SS
38
Sunbelt Securities
Texas
$485K -$25.8K -642 -5%
CFGA
39
Cambridge Financial Group (Arizona)
Arizona
$482K
ADL
40
Asset Dedication LLC
California
$482K +$461K +11,454 New
Mariner
41
Mariner
Kansas
$477K +$158K +3,924 +53%
DJSG
42
D.J. St. Germain
Massachusetts
$451K -$18.2K -453 -4%
HFA
43
Highland Financial Advisors
New Jersey
$448K +$7.93K +197 +2%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$428K
WWA
45
WCG Wealth Advisors
Nevada
$426K
HI
46
Human Investing
Oregon
$424K -$563 -14 -0.1%
NL
47
Navalign LLC
California
$411K +$17.8K +442 +5%
BMM
48
Buffington Mohr McNeal
Idaho
$389K +$373K +9,262 New
NC
49
Napatree Capital
Rhode Island
$381K
MWM
50
Merriman Wealth Management
Washington
$378K -$48.4K -1,203 -12%