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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$283K -$35.6K -811 -12%
GRP
77
Global Retirement Partners
California
$269K +$247K +5,637 New
CSP
78
Cary Street Partners
Virginia
$263K +$8.25K +188 +4%
PCM
79
Presidio Capital Management
California
$262K -$43.2K -984 -15%
MCM
80
Monument Capital Management
Virginia
$258K -$527 -12 -0.2%
WIC
81
Whitegate Investment Counselors
New Hampshire
$254K +$234K +5,326 New
EB
82
Eastern Bank
Massachusetts
$248K +$229K +5,205 New
CA
83
Crane Advisory
California
$246K -$49.6K -1,129 -18%
OMC
84
Old Mission Capital
Illinois
$234K +$216K +4,911 New
TAM
85
Townsend Asset Management
North Carolina
$219K +$202K +4,596 New
William Blair & Company
86
William Blair & Company
Illinois
$194K
GBT
87
Grove Bank & Trust
Florida
$184K
SAM
88
Smartleaf Asset Management
Massachusetts
$177K +$162K +3,691 +10,546%
US Bancorp
89
US Bancorp
Minnesota
$162K -$1.89K -43 -1%
MJRIC
90
Mogy Joel R Investment Counsel
California
$160K
HI
91
Harbour Investments
Wisconsin
$135K +$483 +11 +0.4%
AIA
92
Arcadia Investment Advisors
Idaho
$132K
MEG
93
Millstone Evans Group
Colorado
$115K
Morgan Stanley
94
Morgan Stanley
New York
$109K +$263 +6 +0.3%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$106K
VWA
96
VSM Wealth Advisory
Maryland
$92.1K +$10.3K +235 +14%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$88.6K -$47.8K -1,088 -37%
RPA
98
Redwood Park Advisors
California
$78.3K +$11.7K +266 +19%
AssetMark Inc
99
AssetMark Inc
California
$69.4K
HDIM
100
Hanson & Doremus Investment Management
Vermont
$48K