We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
76
Advisor OS
Illinois
$205K +$198K +4,635 New
MA
77
MJP Associates
Connecticut
$205K +$198K +4,635 New
MCM
78
Monument Capital Management
Virginia
$202K -$14.8K -348 -7%
GBT
79
Grove Bank & Trust
Florida
$171K
US Bancorp
80
US Bancorp
Minnesota
$152K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$147K
MJRIC
82
Mogy Joel R Investment Counsel
California
$143K -$5.33K -125 -4%
AIA
83
Arcadia Investment Advisors
Idaho
$132K -$13.3K -311 -9%
HI
84
Harbour Investments
Wisconsin
$119K +$1.15K +27 +1%
NA
85
NewEdge Advisors
Louisiana
$101K
Morgan Stanley
86
Morgan Stanley
New York
$100K +$96.4K +2,262 New
PTC
87
Private Trust Company
Ohio
$66.7K
HDIM
88
Hanson & Doremus Investment Management
Vermont
$45K
PS
89
Principal Securities
Iowa
$33.5K
EB
90
Eastern Bank
Massachusetts
$17K +$16.4K +385 New
William Blair & Company
91
William Blair & Company
Illinois
$16.5K
SWM
92
Spire Wealth Management
Virginia
$16.1K +$1.07K +25 +7%
AIC
93
Archer Investment Corporation
Indiana
$9.15K
ST
94
Smithfield Trust
Pennsylvania
$9K
GWSG
95
GPS Wealth Strategies Group
Colorado
$8.85K
FVIM
96
Fort Vancouver Investment Management
Washington
$8.8K +$4.01K +94 +90%
FWM
97
FSA Wealth Management
Massachusetts
$5.53K +$5.33K +125 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1.38K
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
-$896K -21,295 Closed
SWM
100
Sagace Wealth Management
Florida
-$203K -4,740 Closed