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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.06M -$72.3K -1,597 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$990K -$35.2K -778 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$971K -$317 -7 -0%
FYW
29
Future You Wealth
New York
$958K +$93.3K +2,061 +10%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$957K +$453K +10,013 +81%
TFO
31
Tarbox Family Office
California
$948K +$159K +3,509 +19%
MCM
32
MAI Capital Management
Ohio
$920K -$11.6K -256 -1%
KAS
33
Kestra Advisory Services
Texas
$899K +$37.1K +820 +4%
MFG
34
Magnus Financial Group
New York
$833K +$22.5K +497 +3%
AIM
35
Archer Investment Management
Texas
$791K -$515K -11,365 -38%
FS
36
Ferguson Shapiro
Georgia
$703K +$36.3K +801 +5%
SMA
37
Sage Mountain Advisors
Georgia
$665K +$66.4K +1,467 +10%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$598K -$289K -6,377 -31%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$539K +$26K +575 +5%
CAM
40
Cresset Asset Management
Illinois
$513K
SFC
41
Sprinkle Financial Consultants
Colorado
$504K +$1.36K +30 +0.3%
EWA
42
Emergent Wealth Advisors
New York
$497K -$30.8K -680 -6%
ADL
43
Asset Dedication LLC
California
$490K
CFGA
44
Cambridge Financial Group (Arizona)
Arizona
$490K
BMM
45
Buffington Mohr McNeal
Idaho
$482K
Mariner
46
Mariner
Kansas
$477K -$27.8K -615 -5%
VW
47
Veridan Wealth
Oregon
$465K -$118K -2,597 -19%
PWM
48
Parkworth Wealth Management
California
$455K -$13.9K -308 -3%
IWC
49
Integrated Wealth Concepts
Massachusetts
$454K +$480K +10,607 New
NC
50
Napatree Capital
Rhode Island
$447K +$14.5K +321 +3%