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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Choate Investment Advisors
Massachusetts
$201K +$196K +3,542 New
CA
127
Clearstead Advisors
Ohio
$187K +$182K +3,286 New
SAM
128
Smartleaf Asset Management
Massachusetts
$185K
MJRIC
129
Mogy Joel R Investment Counsel
California
$180K -$9.67K -175 -5%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$172K +$21.1K +382 +14%
AIA
131
Arcadia Investment Advisors
Idaho
$158K
Wells Fargo
132
Wells Fargo
California
$156K +$9.73K +176 +7%
ST
133
Smithfield Trust
Pennsylvania
$153K -$19.1K -345 -11%
MEG
134
Millstone Evans Group
Colorado
$139K +$1.27K +23 +0.9%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$133K +$129K +2,339 New
VWA
136
VSM Wealth Advisory
Maryland
$109K
AWM
137
Abound Wealth Management
Tennessee
$95.6K +$93K +1,683 New
RPA
138
Redwood Park Advisors
California
$94.2K +$166 +3 +0.2%
SPIA
139
Steward Partners Investment Advisory
New York
$90.8K +$1.66K +30 +2%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$89K
AssetMark Inc
141
AssetMark Inc
California
$88.4K +$5.53K +100 +7%
SW
142
StrongBox Wealth
Missouri
$79.2K +$77.1K +1,395 New
EB
143
Eastern Bank
Massachusetts
$73.3K -$194K -3,509 -73%
T
144
Tidemark
California
$65.6K -$7.85K -142 -11%
HDIM
145
Hanson & Doremus Investment Management
Vermont
$52K -$387 -7 -0.8%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8K
OAG
147
Oakmont Advisory Group
New Mexico
$35.2K +$34.3K +620 New
CWA
148
Carolina Wealth Advisors
South Carolina
$28K
RF
149
Rossby Financial
Florida
$27.7K +$442 +8 +2%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$25.8K +$9.67K +175 +63%