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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Parkworth Wealth Management
California
$508K +$1.1K +25 +0.2%
BFS
52
Bradley Foster & Sargent
Connecticut
$499K +$459K +10,458 New
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$485K
WWA
54
WCG Wealth Advisors
Nevada
$483K
CWS
55
Confluence Wealth Services
Pennsylvania
$475K +$1.84K +42 +0.4%
HI
56
Human Investing
Oregon
$472K +$1.36K +31 +0.3%
NL
57
Navalign LLC
California
$469K +$615 +14 +0.1%
Osaic Holdings
58
Osaic Holdings
Arizona
$466K -$17.3K -393 -4%
LFG
59
Leverty Financial Group
Wisconsin
$451K
TPF
60
Tribridge Partners Financial
Maryland
$441K +$406K +9,250 New
MRP
61
Measured Risk Portfolios
California
$432K -$11K -250 -3%
Citadel Advisors
62
Citadel Advisors
Florida
$432K +$398K +9,056 New
NA
63
NewEdge Advisors
Louisiana
$428K +$294K +6,701 +294%
CGFA
64
Colton Groome Financial Advisors
North Carolina
$412K -$1.1K -25 -0.3%
SPC
65
Sigma Planning Corp
Michigan
$392K +$27.2K +619 +8%
DJSG
66
D.J. St. Germain
Massachusetts
$365K -$70K -1,595 -17%
HFO
67
Heritage Family Offices
Arizona
$355K
EIG
68
Ellenbecker Investment Group
Wisconsin
$348K +$3.16K +72 +1%
TDWM
69
Topel & Distasi Wealth Management
California
$322K
AIA
70
Armor Investment Advisors
North Carolina
$320K
Corient Private Wealth
71
Corient Private Wealth
Florida
$314K +$289K +6,580 New
GPW
72
Gray Private Wealth
Massachusetts
$314K
PAG
73
Private Advisor Group
New Jersey
$308K +$49.8K +1,134 +21%
DWM
74
Dakota Wealth Management
Florida
$300K +$615 +14 +0.2%
EGWAG
75
Elwood & Goetz Wealth Advisory Group
Georgia
$284K +$7.64K +174 +3%