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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sculati Wealth Management
Michigan
$303K +$295K +5,332 New
Jane Street
102
Jane Street
New York
$299K -$523K -9,469 -64%
WIC
103
Whitegate Investment Counselors
New Hampshire
$297K +$10.4K +188 +4%
CCA
104
Cora Capital Advisors
New Jersey
$297K
TDWM
105
Topel & Distasi Wealth Management
California
$293K -$4.59K -83 -2%
VFA
106
Valeo Financial Advisors
Indiana
$287K +$4.26K +77 +2%
TWM
107
Timmons Wealth Management
Massachusetts
$280K -$6.74K -122 -2%
PWM
108
Perigon Wealth Management
California
$270K -$9.29K -168 -3%
SI
109
Seeds Investor
New York
$257K +$36.5K +661 +17%
GRP
110
Global Retirement Partners
California
$240K +$234K +4,233 New
AIM
111
Archer Investment Management
Texas
$239K -$774 -14 -0.3%
US Bancorp
112
US Bancorp
Minnesota
$234K
UFAC
113
Urban Financial Advisory Corp
Illinois
$233K +$227K +4,101 New
William Blair & Company
114
William Blair & Company
Illinois
$231K
TAM
115
Townsend Asset Management
North Carolina
$227K +$498 +9 +0.2%
MCM
116
Monument Capital Management
Virginia
$224K +$218K +3,946 New
EIP
117
Ellis Investment Partners
Pennsylvania
$224K -$9.4K -170 -4%
HGWM
118
Horst & Graben Wealth Management
Oregon
$224K
PP
119
Prosperity Planning
Missouri
$221K +$215K +3,886 New
GBT
120
Grove Bank & Trust
Florida
$219K
DWM
121
Destination Wealth Management
California
$219K +$213K +3,848 New
SWM
122
Selective Wealth Management
Virginia
$218K +$213K +3,845 New
ZF
123
Zhang Financial
Michigan
$215K +$209K +3,786 New
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$206K +$200K +3,621 New
M
125
MATAURO
New York
$204K +$199K +3,593 New