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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Monument Capital Management
Virginia
$251K +$44.2K +973 +21%
CSP
77
Cary Street Partners
Virginia
$247K +$248K +5,446 New
CFS
78
CRA Financial Services
New Jersey
$239K
GRP
79
Global Retirement Partners
California
$234K +$727 +16 +0.3%
EFG
80
Embree Financial Group
Illinois
$226K
Jane Street
81
Jane Street
New York
$219K -$716K -15,754 -77%
TAM
82
Townsend Asset Management
North Carolina
$211K -$16.7K -367 -7%
AO
83
Advisor OS
Illinois
$211K +$682 +15 +0.3%
MA
84
MJP Associates
Connecticut
$211K +$682 +15 +0.3%
JP Morgan Chase
85
JP Morgan Chase
New York
$207K -$72K -1,584 -26%
William Blair & Company
86
William Blair & Company
Illinois
$185K +$168K +3,700 +992%
GBT
87
Grove Bank & Trust
Florida
$175K
US Bancorp
88
US Bancorp
Minnesota
$156K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$151K
MJRIC
90
Mogy Joel R Investment Counsel
California
$146K
AIA
91
Arcadia Investment Advisors
Idaho
$135K
HI
92
Harbour Investments
Wisconsin
$121K -$1.23K -27 -1%
NA
93
NewEdge Advisors
Louisiana
$103K
Morgan Stanley
94
Morgan Stanley
New York
$103K +$364 +8 +0.4%
MFA
95
McClarren Financial Advisors
Pennsylvania
$73K +$73.9K +1,625 New
PTC
96
Private Trust Company
Ohio
$68.3K
VWA
97
VSM Wealth Advisory
Maryland
$60.8K +$61.1K +1,343 New
RPA
98
Redwood Park Advisors
California
$49.1K +$49.2K +1,083 New
HDIM
99
Hanson & Doremus Investment Management
Vermont
$46K
PS
100
Principal Securities
Iowa
$34.3K