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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$296K -$979K -19,779 -77%
GRP
77
Global Retirement Partners
California
$291K +$693 +14 +0.2%
EGWAG
78
Elwood & Goetz Wealth Advisory Group
Georgia
$285K -$20.1K -407 -7%
PCM
79
Presidio Capital Management
California
$284K +$248 +5 +0.1%
EB
80
Eastern Bank
Massachusetts
$282K +$12.8K +259 +5%
WIC
81
Whitegate Investment Counselors
New Hampshire
$271K -$3.07K -62 -1%
CA
82
Crane Advisory
California
$256K -$9.46K -191 -4%
VFA
83
Valeo Financial Advisors
Indiana
$241K +$231K +4,672 New
TAM
84
Townsend Asset Management
North Carolina
$232K -$4.65K -94 -2%
RWB
85
RMR Wealth Builders
New Jersey
$222K +$213K +4,301 New
William Blair & Company
86
William Blair & Company
Illinois
$210K
MCM
87
Monument Capital Management
Virginia
$209K -$66.9K -1,351 -25%
HGWM
88
Horst & Graben Wealth Management
Oregon
$203K +$195K +3,936 New
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$203K +$195K +3,931 New
PP
90
Prosperity Planning
Missouri
$200K
GBT
91
Grove Bank & Trust
Florida
$199K
US Bancorp
92
US Bancorp
Minnesota
$175K
MJRIC
93
Mogy Joel R Investment Counsel
California
$173K
SAM
94
Smartleaf Asset Management
Massachusetts
$168K -$22.8K -460 -12%
HI
95
Harbour Investments
Wisconsin
$152K +$5.94K +120 +4%
AIA
96
Arcadia Investment Advisors
Idaho
$142K
MEG
97
Millstone Evans Group
Colorado
$125K +$990 +20 +0.8%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$114K
Morgan Stanley
99
Morgan Stanley
New York
$103K -$13.8K -278 -12%
VWA
100
VSM Wealth Advisory
Maryland
$99.7K +$248 +5 +0.3%