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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$435K
Osaic Holdings
52
Osaic Holdings
Arizona
$435K +$180K +3,965 +64%
WWA
53
WCG Wealth Advisors
Nevada
$433K
HI
54
Human Investing
Oregon
$422K -$5.66K -125 -1%
NL
55
Navalign LLC
California
$420K
HFA
56
Highland Financial Advisors
New Jersey
$415K -$68.4K -1,510 -13%
CWS
57
Confluence Wealth Services
Pennsylvania
$407K +$24.7K +545 +6%
LFG
58
Leverty Financial Group
Wisconsin
$405K -$9.19K -203 -2%
MRP
59
Measured Risk Portfolios
California
$398K
DJSG
60
D.J. St. Germain
Massachusetts
$395K -$7.11K -157 -2%
JP Morgan Chase
61
JP Morgan Chase
New York
$386K +$202K +4,461 +98%
RF
62
RHS Financial
California
$380K +$10.4K +230 +3%
CGFA
63
Colton Groome Financial Advisors
North Carolina
$369K +$104K +2,305 +36%
HFO
64
Heritage Family Offices
Arizona
$357K
FFP
65
Freedom Financial Partners
Minnesota
$344K +$99.1K +2,189 +37%
SPC
66
Sigma Planning Corp
Michigan
$325K -$2.22K -49 -0.6%
EIG
67
Ellenbecker Investment Group
Wisconsin
$309K +$1.99K +44 +0.6%
TDWM
68
Topel & Distasi Wealth Management
California
$289K +$996 +22 +0.3%
AIA
69
Armor Investment Advisors
North Carolina
$287K
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$286K +$13.4K +297 +5%
GPW
71
Gray Private Wealth
Massachusetts
$281K +$298K +6,576 New
PCM
72
Presidio Capital Management
California
$277K +$294K +6,484 New
MBT
73
Montecito Bank & Trust
California
$272K
DWM
74
Dakota Wealth Management
Florida
$268K +$725 +16 +0.3%
CA
75
Crane Advisory
California
$256K +$3.17K +70 +1%