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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PEWA
51
Pacific Excel Wealth Advisors
California
$890K +$866K +15,668 New
FS
52
Ferguson Shapiro
Georgia
$848K +$1.88K +34 +0.2%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$827K -$404K -7,312 -33%
HFA
54
Highland Financial Advisors
New Jersey
$811K -$143K -2,582 -15%
SC
55
Savant Capital
Illinois
$714K
SFC
56
Sprinkle Financial Consultants
Colorado
$678K +$1.49K +27 +0.2%
CGFA
57
Colton Groome Financial Advisors
North Carolina
$673K -$109K -1,970 -14%
EWA
58
Emergent Wealth Advisors
New York
$660K
Osaic Holdings
59
Osaic Holdings
Arizona
$656K +$157K +2,843 +33%
ADL
60
Asset Dedication LLC
California
$650K
CFGA
61
Cambridge Financial Group (Arizona)
Arizona
$650K
RWB
62
RMR Wealth Builders
New Jersey
$628K +$8.46K +153 +1%
AIC
63
Archer Investment Corporation
Indiana
$621K +$19.7K +356 +3%
BFS
64
Bradley Foster & Sargent
Connecticut
$619K
IWC
65
Integrated Wealth Concepts
Massachusetts
$617K +$5.31K +96 +0.9%
FFP
66
Freedom Financial Partners
Minnesota
$585K -$93.9K -1,699 -14%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$578K
VW
68
Veridan Wealth
Oregon
$577K -$2.49K -45 -0.4%
PAG
69
Private Advisor Group
New Jersey
$563K +$15.6K +283 +3%
KW
70
KWB Wealth
California
$561K +$240K +4,347 +79%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$549K -$1.18M -21,271 -69%
TPF
72
Tribridge Partners Financial
Maryland
$546K +$2.6K +47 +0.5%
Betterment LLC
73
Betterment LLC
New York
$527K +$774 +14 +0.2%
BDF
74
Black Diamond Financial
Maryland
$526K
MRP
75
Measured Risk Portfolios
California
$514K