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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
76
Navalign LLC
California
$506K
CWS
77
Confluence Wealth Services
Pennsylvania
$504K +$10.4K +189 +2%
CWM
78
Cahaba Wealth Management
Georgia
$495K +$482K +8,720 New
NA
79
NewEdge Advisors
Louisiana
$490K +$78.8K +1,425 +20%
DJSG
80
D.J. St. Germain
Massachusetts
$434K
WWA
81
Wingate Wealth Advisors
Massachusetts
$417K +$166 +3 +0%
SPC
82
Sigma Planning Corp
Michigan
$413K +$55 +1 +0%
VAMG
83
Voisard Asset Management Group
Michigan
$408K -$2.1K -38 -0.5%
EIG
84
Ellenbecker Investment Group
Wisconsin
$408K +$1.66K +30 +0.4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$403K
GFP
86
Gainline Financial Partners
Colorado
$392K +$382K +6,904 New
PRP
87
Peak Retirement Planning
Ohio
$391K +$109K +1,975 +40%
PFA
88
Pettinga Financial Advisors
Indiana
$390K
CAG
89
Curtis Advisory Group
California
$385K -$76.9K -1,392 -17%
Corient Private Wealth
90
Corient Private Wealth
Florida
$375K +$332 +6 +0.1%
VT
91
Vise Technologies
New York
$375K +$365K +6,602 New
MBT
92
Montecito Bank & Trust
California
$361K
DWM
93
Dakota Wealth Management
Florida
$361K +$774 +14 +0.2%
GPW
94
Gray Private Wealth
Massachusetts
$357K
EGWAG
95
Elwood & Goetz Wealth Advisory Group
Georgia
$353K +$62.7K +1,135 +22%
TWG
96
The Wealth Group
Minnesota
$349K +$32K +579 +10%
Morgan Stanley
97
Morgan Stanley
New York
$348K -$6.75M -122,195 -95%
CSP
98
Cary Street Partners
Virginia
$347K +$276 +5 +0.1%
CA
99
Crane Advisory
California
$331K -$26.6K -481 -8%
AIA
100
Armor Investment Advisors
North Carolina
$324K -$8.9K -161 -3%