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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
$955K +$142K +3,327 +18%
MML Investors Services
27
MML Investors Services
Massachusetts
$919K +$89.5K +2,100 +11%
Jane Street
28
Jane Street
New York
$910K +$597K +14,001 +213%
RJT
29
Raymond James Trust
Florida
$906K
NP
30
NorthRock Partners
Minnesota
$874K +$286K +6,720 +52%
TFO
31
Tarbox Family Office
California
$841K +$188K +4,422 +30%
KAS
32
Kestra Advisory Services
Texas
$810K +$246K +5,765 +46%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$668K +$644K +15,110 New
MFG
34
Magnus Financial Group
New York
$666K +$126K +2,963 +25%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$639K +$616K +14,453 New
FS
36
Ferguson Shapiro
Georgia
$624K +$601K +14,101 New
SMA
37
Sage Mountain Advisors
Georgia
$592K +$571K +13,390 New
EWA
38
Emergent Wealth Advisors
New York
$544K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$535K +$2.13K +50 +0.4%
SFC
40
Sprinkle Financial Consultants
Colorado
$518K +$1.58K +37 +0.3%
SS
41
Sunbelt Securities
Texas
$508K -$1.36K -32 -0.3%
ADL
42
Asset Dedication LLC
California
$507K
CFGA
43
Cambridge Financial Group (Arizona)
Arizona
$507K
FWM
44
Focused Wealth Management
New York
$504K +$20.5K +481 New
Mariner
45
Mariner
Kansas
$499K -$2.86K -67 -0.6%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$450K
HFA
47
Highland Financial Advisors
New Jersey
$449K -$21.6K -506 -5%
WWA
48
WCG Wealth Advisors
Nevada
$448K
NC
49
Napatree Capital
Rhode Island
$448K +$45.4K +1,066 +12%
HI
50
Human Investing
Oregon
$446K