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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.15M -$173K -3,488 -14%
MCM
27
MAI Capital Management
Ohio
$1.09M -$50.3K -1,016 -5%
KAS
28
Kestra Advisory Services
Texas
$1.01M -$24.2K -489 -2%
MFG
29
Magnus Financial Group
New York
$1.01M +$2.38K +48 +0.2%
SS
30
Sound Stewardship
Kansas
$985K +$21.2K +429 +2%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$983K -$752K -15,192 -44%
AIM
32
Archer Investment Management
Texas
$925K +$129K +2,615 +17%
Mariner
33
Mariner
Kansas
$921K +$33K +666 +4%
SMA
34
Sage Mountain Advisors
Georgia
$874K +$7.03K +142 +0.8%
RCS
35
Retirement Capital Strategies
California
$792K
FS
36
Ferguson Shapiro
Georgia
$768K -$70.8K -1,431 -9%
TFO
37
Tarbox Family Office
California
$737K +$198 +4 +0%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$683K +$654K +13,212 +29,360%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$661K +$17.3K +349 +3%
SC
40
Savant Capital
Illinois
$646K +$621K +12,547 New
HFA
41
Highland Financial Advisors
New Jersey
$646K +$30.2K +610 +5%
CAM
42
Cresset Asset Management
Illinois
$643K +$4.95K +100 +0.8%
SFC
43
Sprinkle Financial Consultants
Colorado
$610K +$1.39K +28 +0.2%
EWA
44
Emergent Wealth Advisors
New York
$599K
ADL
45
Asset Dedication LLC
California
$590K
CFGA
46
Cambridge Financial Group (Arizona)
Arizona
$590K
HI
47
Human Investing
Oregon
$588K +$75K +1,516 +15%
IWC
48
Integrated Wealth Concepts
Massachusetts
$555K
FFP
49
Freedom Financial Partners
Minnesota
$552K -$396 -8 -0.1%
VW
50
Veridan Wealth
Oregon
$546K +$525K +10,600 New