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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Emergent Wealth Advisors
New York
$613K
ADL
52
Asset Dedication LLC
California
$604K
BFS
53
Bradley Foster & Sargent
Connecticut
$567K +$15.5K +297 +3%
FFP
54
Freedom Financial Partners
Minnesota
$566K +$1.57K +30 +0.3%
CGFA
55
Colton Groome Financial Advisors
North Carolina
$554K +$34.7K +665 +7%
Jane Street
56
Jane Street
New York
$552K +$547K +10,471 New
VW
57
Veridan Wealth
Oregon
$551K -$7.94K -152 -1%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$536K
WWA
59
WCG Wealth Advisors
Nevada
$528K
CFGA
60
Cambridge Financial Group (Arizona)
Arizona
$519K
TPF
61
Tribridge Partners Financial
Maryland
$508K +$20.1K +384 +4%
BDF
62
Black Diamond Financial
Maryland
$488K
Osaic Holdings
63
Osaic Holdings
Arizona
$477K +$10.6K +203 +2%
MRP
64
Measured Risk Portfolios
California
$477K
PAG
65
Private Advisor Group
New Jersey
$474K +$33.1K +633 +8%
Betterment LLC
66
Betterment LLC
New York
$472K +$468K +8,960 New
NL
67
Navalign LLC
California
$469K -$48.8K -935 -10%
CWS
68
Confluence Wealth Services
Pennsylvania
$456K +$18K +344 +4%
NA
69
NewEdge Advisors
Louisiana
$440K -$31.5K -603 -7%
DJSG
70
D.J. St. Germain
Massachusetts
$403K
SPC
71
Sigma Planning Corp
Michigan
$382K -$19.1K -366 -5%
VAMG
72
Voisard Asset Management Group
Michigan
$380K +$377K +7,212 New
EIG
73
Ellenbecker Investment Group
Wisconsin
$373K -$16K -307 -4%
PFA
74
Pettinga Financial Advisors
Indiana
$362K -$67.7K -1,296 -16%
Corient Private Wealth
75
Corient Private Wealth
Florida
$348K +$418 +8 +0.1%