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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Monument Capital Management
Virginia
$226K -$35.3K -1,038 -14%
Mariner
52
Mariner
Kansas
$216K -$63.7K -1,873 -24%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$213K +$199K +5,853 New
EIG
54
Ellenbecker Investment Group
Wisconsin
$210K +$197K +5,783 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$158K +$148K +4,340 New
GBT
56
Grove Bank & Trust
Florida
$141K
Osaic Holdings
57
Osaic Holdings
Arizona
$127K -$2.99K -88 -2%
AIA
58
Arcadia Investment Advisors
Idaho
$120K
US Bancorp
59
US Bancorp
Minnesota
$114K -$227K -6,685 -68%
JFA
60
JNBA Financial Advisors
Minnesota
$97.2K +$43.3K +1,273 +91%
HI
61
Harbour Investments
Wisconsin
$96.9K
NA
62
NewEdge Advisors
Louisiana
$82.9K
PTC
63
Private Trust Company
Ohio
$54.9K +$51.3K +1,508 New
AF
64
Advisornet Financial
Minnesota
$51.9K +$748 +22 +2%
PS
65
Principal Securities
Iowa
$27.5K +$25.7K +757 New
FWM
66
Focused Wealth Management
New York
$12.2K +$5.81K +171 +105%
MIA
67
Milestone Investment Advisors
Wisconsin
$10.9K
SWM
68
Spire Wealth Management
Virginia
$10.7K
ST
69
Smithfield Trust
Pennsylvania
$7K
BWM
70
Baystate Wealth Management
Massachusetts
$6.16K +$68 +2 +1%
UBS Group
71
UBS Group
Switzerland
$1.6K -$27.6K -811 -95%
FFA
72
Farther Finance Advisors
California
$11
MBI
73
Montrusco Bolton Investments
Quebec, Canada
-$3.39M -104,439 Closed
Jane Street
74
Jane Street
New York
-$711K -21,920 Closed
GF
75
Gries Financial
Ohio
-$319K -9,829 Closed