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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.19M +$702K +15,983 +177%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.18M -$2.63K -60 -0.2%
Jane Street
28
Jane Street
New York
$1.12M +$1.03M +23,450 New
MCM
29
MAI Capital Management
Ohio
$1.06M +$28.1K +639 +3%
KAS
30
Kestra Advisory Services
Texas
$961K -$38K -865 -4%
MFG
31
Magnus Financial Group
New York
$931K +$1.98K +45 +0.2%
FYW
32
Future You Wealth
New York
$921K -$134K -3,062 -14%
SS
33
Sound Stewardship
Kansas
$892K +$821K +18,698 New
Mariner
34
Mariner
Kansas
$820K +$266K +6,056 +54%
SMA
35
Sage Mountain Advisors
Georgia
$803K +$56.5K +1,288 +8%
FS
36
Ferguson Shapiro
Georgia
$779K -$3.86K -88 -0.5%
RCS
37
Retirement Capital Strategies
California
$734K -$454K -10,333 -40%
AIM
38
Archer Investment Management
Texas
$732K -$138K -3,137 -17%
TFO
39
Tarbox Family Office
California
$682K -$345K -7,859 -35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$595K -$5.49K -125 -1%
CAM
41
Cresset Asset Management
Illinois
$590K +$16.9K +384 +3%
HFA
42
Highland Financial Advisors
New Jersey
$569K +$97.9K +2,229 +23%
SFC
43
Sprinkle Financial Consultants
Colorado
$563K +$1.23K +28 +0.2%
EWA
44
Emergent Wealth Advisors
New York
$554K
ADL
45
Asset Dedication LLC
California
$546K
CFGA
46
Cambridge Financial Group (Arizona)
Arizona
$546K
EWA
47
EP Wealth Advisors
California
$537K +$494K +11,262 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$513K +$6.94K +158 +1%
FFP
49
Freedom Financial Partners
Minnesota
$511K +$117K +2,670 +33%
SS
50
Sunbelt Securities
Texas
$511K +$455K +10,366 +1,143%