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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
76
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$13.7K -302 -5%
MCM
77
Monument Capital Management
Virginia
$232K -$5.43K -120 -2%
PAG
78
Private Advisor Group
New Jersey
$228K +$241K +5,323 New
CSP
79
Cary Street Partners
Virginia
$228K -$5.57K -123 -2%
CFS
80
CRA Financial Services
New Jersey
$226K
William Blair & Company
81
William Blair & Company
Illinois
$174K
GBT
82
Grove Bank & Trust
Florida
$165K
US Bancorp
83
US Bancorp
Minnesota
$147K
MJRIC
84
Mogy Joel R Investment Counsel
California
$143K +$5.66K +125 +4%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$126K +$133K +2,945 New
HI
86
Harbour Investments
Wisconsin
$121K +$7.38K +163 +6%
AIA
87
Arcadia Investment Advisors
Idaho
$118K -$9.83K -217 -7%
MEG
88
Millstone Evans Group
Colorado
$103K +$109K +2,405 New
NA
89
NewEdge Advisors
Louisiana
$97.5K
Morgan Stanley
90
Morgan Stanley
New York
$97.2K +$136 +3 +0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$95K -$50.2K -1,108 -33%
VWA
92
VSM Wealth Advisory
Maryland
$72.6K +$16K +353 +26%
PTC
93
Private Trust Company
Ohio
$64.5K
AssetMark Inc
94
AssetMark Inc
California
$62.3K +$65.9K +1,456 New
RPA
95
Redwood Park Advisors
California
$58.9K +$13.3K +293 +27%
HDIM
96
Hanson & Doremus Investment Management
Vermont
$43K
SS
97
Sunbelt Securities
Texas
$38.8K -$469K -10,366 -92%
PS
98
Principal Securities
Iowa
$34.3K
SWM
99
Spire Wealth Management
Virginia
$15.6K
AAP
100
Arax Advisory Partners
Colorado
$15.4K +$16.3K +359 New