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iShares ESG Screened S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
126
Tidemark
California
$63.9K +$67.4K +1,298 New
HDIM
127
Hanson & Doremus Investment Management
Vermont
$45K – – –
SS
128
Sunbelt Securities
Texas
$37.5K +$104 +2 +0.3%
Federation des caisses Desjardins du Quebec
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32K – – –
CWA
130
Carolina Wealth Advisors
South Carolina
$24.3K +$4.67K +90 +22%
RF
131
Rossby Financial
Florida
$23.9K +$20.5K +395 +465%
GW&K Investment Management
132
GW&K Investment Management
Massachusetts
$20K +$21.6K +415 New
Spire Wealth Management
133
Spire Wealth Management
Virginia
$18K – – –
Arax Advisory Partners
134
Arax Advisory Partners
Colorado
$17.7K – – –
WP
135
WealthShield Partners
North Carolina
$15.4K – – –
1NWS
136
1 North Wealth Services
Maryland
$15.3K – – –
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$13.7K +$9.56K +184 +192%
FVIM
138
Fort Vancouver Investment Management
Washington
$11.9K – – –
EverSource Wealth Advisors
139
EverSource Wealth Advisors
Alabama
$7.88K +$8.31K +160 New
Advisory Services Network
140
Advisory Services Network
Georgia
$7.48K +$7.89K +152 New
Aptus Capital Advisors
141
Aptus Capital Advisors
Alabama
$7.38K +$3.63K +70 +88%
Allworth Financial
142
Allworth Financial
California
$6.15K – – –
CAM
143
Clarity Asset Management
Iowa
$6.02K +$6.34K +122 New
CMA
144
Cedar Mountain Advisors
Oregon
$98 – – –
DRW Securities
145
DRW Securities
Illinois
– -$4.4M -83,540 Closed
WWA
146
WCG Wealth Advisors
Nevada
– -$528K -10,024 Closed
MCM
147
Monument Capital Management
Virginia
– -$231K -4,386 Closed
Destination Wealth Management
148
Destination Wealth Management
California
– -$202K -3,830 Closed
Bessemer Group
149
Bessemer Group
New Jersey
– -$22K -411 Closed
Farther Finance Advisors
150
Farther Finance Advisors
California
– -$15.3K -290 Closed