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iShares ESG Screened S&P 500 ETF
XVV
XVV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
51
Sargent Bickham Lagudis
Boulder,
Colorado
| $8.53K | – | – | – |
|
|
MIA
52
Milestone Investment Advisors
Middleton,
Wisconsin
| $8.53K | +$8.59K | +300 | New |
|
|
MWM
53
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $8.1K | +$8.16K | +285 | New |
|
|
JFA
54
JNBA Financial Advisors
Bloomington,
Minnesota
| $7.59K | +$4.04K | +141 | +112% |
|
|
ST
55
Smithfield Trust
Pittsburgh,
Pennsylvania
| $6K | +$5.82K | +203 | New |
|
|
BWA
56
Boulder Wealth Advisors
Boulder,
Colorado
| $6K | +$6.16K | +215 | New |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $4.86K | -$115K | -4,005 | -96% |
|
58
BlackRock
New York
| $4.66K | +$29 | +1 | +0.6% |
|
|
FFA
59
Farther Finance Advisors
San Francisco,
California
| $1.91K | +$1.92K | +67 | New |
|
60
Fidelity Investments
Boston,
Massachusetts
| $28 | +$29 | +1 | New |
|
61
Citadel Advisors
Miami,
Florida
| – | -$993K | -37,026 | Closed |
|
|
SWM
62
Selective Wealth Management
Forest,
Virginia
| – | -$124K | -4,630 | Closed |
|