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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$539K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$524K
WWA
53
WCG Wealth Advisors
Nevada
$516K -$5K -101 -1%
CGFA
54
Colton Groome Financial Advisors
North Carolina
$507K +$59.9K +1,210 +14%
NL
55
Navalign LLC
California
$507K
TPF
56
Tribridge Partners Financial
Maryland
$478K
BDF
57
Black Diamond Financial
Maryland
$477K +$459K +9,265 New
MRP
58
Measured Risk Portfolios
California
$467K
NA
59
NewEdge Advisors
Louisiana
$462K -$990 -20 -0.2%
Osaic Holdings
60
Osaic Holdings
Arizona
$454K -$45.4K -918 -9%
PAG
61
Private Advisor Group
New Jersey
$431K +$94.3K +1,905 +30%
CWS
62
Confluence Wealth Services
Pennsylvania
$428K -$81.7K -1,650 -17%
PFA
63
Pettinga Financial Advisors
Indiana
$421K +$404K +8,163 New
DJSG
64
D.J. St. Germain
Massachusetts
$394K
SPC
65
Sigma Planning Corp
Michigan
$393K -$29.5K -596 -7%
EIG
66
Ellenbecker Investment Group
Wisconsin
$380K +$4.31K +87 +1%
AIA
67
Armor Investment Advisors
North Carolina
$359K +$13.3K +268 +4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$339K +$347 +7 +0.1%
GPW
69
Gray Private Wealth
Massachusetts
$339K
MBT
70
Montecito Bank & Trust
California
$328K +$315K +6,364 New
CAG
71
Curtis Advisory Group
California
$326K +$313K +6,326 New
DWM
72
Dakota Wealth Management
Florida
$325K +$792 +16 +0.3%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$325K +$312K +6,301 New
TDWM
74
Topel & Distasi Wealth Management
California
$319K -$28.3K -571 -8%
CSP
75
Cary Street Partners
Virginia
$303K +$18.2K +367 +7%