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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Destination Wealth Management
California
$202K +$200K +3,830 New
MJRIC
102
Mogy Joel R Investment Counsel
California
$177K
SAM
103
Smartleaf Asset Management
Massachusetts
$174K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$161K -$533K -10,200 -77%
AIA
105
Arcadia Investment Advisors
Idaho
$146K +$574 +11 +0.4%
MEG
106
Millstone Evans Group
Colorado
$128K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$117K
Morgan Stanley
108
Morgan Stanley
New York
$106K +$261 +5 +0.2%
VWA
109
VSM Wealth Advisory
Maryland
$101K -$992 -19 -1%
RPA
110
Redwood Park Advisors
California
$87K +$261 +5 +0.3%
AssetMark Inc
111
AssetMark Inc
California
$76.7K
HDIM
112
Hanson & Doremus Investment Management
Vermont
$48K
ST
113
Smithfield Trust
Pennsylvania
$42K +$13.9K +266 +51%
SS
114
Sunbelt Securities
Texas
$40.1K +$52 +1 +0.1%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K +$33.9K +650 New
Bessemer Group
116
Bessemer Group
New Jersey
$22K +$21.5K +411 New
CWA
117
Carolina Wealth Advisors
South Carolina
$21.2K +$21K +403 New
SWM
118
Spire Wealth Management
Virginia
$19.2K
AAP
119
Arax Advisory Partners
Colorado
$18.9K +$18.7K +359 New
WP
120
WealthShield Partners
North Carolina
$16.5K -$783 -15 -5%
1NWS
121
1 North Wealth Services
Maryland
$16.3K
FFA
122
Farther Finance Advisors
California
$15.3K
FVIM
123
Fort Vancouver Investment Management
Washington
$12.7K
AIC
124
Archer Investment Corporation
Indiana
$10.9K
AF
125
Allworth Financial
California
$6.59K +$6.53K +125 New