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
PWM
51
Parkworth Wealth Management
California
$496K +$497K +10,941 New
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$461K
NC
53
Napatree Capital
Rhode Island
$459K +$818 +18 +0.2%
WWA
54
WCG Wealth Advisors
Nevada
$459K
HI
55
Human Investing
Oregon
$453K -$4.09K -90 -0.9%
NL
56
Navalign LLC
California
$445K +$2.41K +53 +0.5%
CWS
57
Confluence Wealth Services
Pennsylvania
$442K -$3.96K -87 -0.9%
LFG
58
Leverty Financial Group
Wisconsin
$438K +$186K +4,101 +74%
DJSG
59
D.J. St. Germain
Massachusetts
$426K
MRP
60
Measured Risk Portfolios
California
$422K +$423K +9,306 New
MWM
61
Merriman Wealth Management
Washington
$397K -$10.1K -223 -2%
RF
62
RHS Financial
California
$392K +$67K +1,474 +21%
HFO
63
Heritage Family Offices
Arizona
$378K
SPC
64
Sigma Planning Corp
Michigan
$346K +$1.5K +33 +0.4%
EIG
65
Ellenbecker Investment Group
Wisconsin
$325K +$54.4K +1,197 +20%
TDWM
66
Topel & Distasi Wealth Management
California
$305K -$9.68K -213 -3%
AIA
67
Armor Investment Advisors
North Carolina
$304K
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$289K +$290K +6,379 New
MBT
69
Montecito Bank & Trust
California
$288K -$72.7K -1,600 -20%
CGFA
70
Colton Groome Financial Advisors
North Carolina
$288K -$7.5K -165 -3%
DWM
71
Dakota Wealth Management
Florida
$283K +$15.4K +338 +6%
CA
72
Crane Advisory
California
$283K -$8.68K -191 -3%
Osaic Holdings
73
Osaic Holdings
Arizona
$281K +$5.68K +125 +2%
EGWAG
74
Elwood & Goetz Wealth Advisory Group
Georgia
$275K +$13.8K +303 +5%
FFP
75
Freedom Financial Partners
Minnesota
$265K +$266K +5,859 New