We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$299K +$56.5K +1,474 +25%
SPC
52
Sigma Planning Corp
Michigan
$296K +$282K +7,355 New
TDWM
53
Topel & Distasi Wealth Management
California
$283K -$20.2K -527 -7%
PBF
54
Petix & Botte Financial
California
$283K +$269K +7,023 New
Osaic Holdings
55
Osaic Holdings
Arizona
$273K +$126K +3,291 +94%
UCFA
56
United Capital Financial Advisors
Texas
$271K +$258K +6,730 New
LFG
57
Leverty Financial Group
Wisconsin
$270K
HighTower Advisors
58
HighTower Advisors
Illinois
$267K +$254K +6,623 New
CA
59
Crane Advisory
California
$260K -$4.06K -106 -2%
NP
60
NorthRock Partners
Minnesota
$253K +$240K +6,275 New
EIG
61
Ellenbecker Investment Group
Wisconsin
$238K +$4.6K +120 +2%
MCM
62
Monument Capital Management
Virginia
$227K -$21.2K -554 -9%
DWM
63
Dakota Wealth Management
Florida
$227K +$216K +5,631 New
TAM
64
Townsend Asset Management
North Carolina
$218K +$208K +5,417 New
GBT
65
Grove Bank & Trust
Florida
$156K
MJRIC
66
Mogy Joel R Investment Counsel
California
$135K +$128K +3,350 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$134K -$38.8K -1,014 -23%
AIA
68
Arcadia Investment Advisors
Idaho
$133K
HI
69
Harbour Investments
Wisconsin
$107K
NA
70
NewEdge Advisors
Louisiana
$91.8K
PTC
71
Private Trust Company
Ohio
$60.8K
US Bancorp
72
US Bancorp
Minnesota
$44K -$78.6K -2,051 -65%
PS
73
Principal Securities
Iowa
$30.5K
SWM
74
Spire Wealth Management
Virginia
$13.7K +$1.99K +52 +18%
GWSG
75
GPS Wealth Strategies Group
Colorado
$8.06K +$7.66K +200 New