We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF
XVV

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$92.9M – – –
SLF
2
Sun Life Financial
Ontario, Canada
$22.1M – – –
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.1M +$179K +5,991 +5%
APW
4
Atlantic Private Wealth
North Carolina
$2.13M – – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.07M -$423K -14,121 -15%
WBG
6
Wharton Business Group
Pennsylvania
$2M +$233K +7,775 +12%
BFO
7
Biltmore Family Office
North Carolina
$1.8M – – –
Truist Financial
8
Truist Financial
North Carolina
$1.77M -$286K -9,550 -13%
BMD
9
Better Money Decisions
New Mexico
$1.2M +$305K +10,168 +30%
Citadel Advisors
10
Citadel Advisors
Florida
$993K +$1.11M +37,026 New
NYLIM
11
New York Life Investment Management
New York
$959K -$356K -11,872 -25%
MCM
12
MAI Capital Management
Ohio
$943K +$2.82K +94 +0.3%
CAM
13
Cidel Asset Management
Ontario, Canada
$856K – – –
WCP
14
Wick Capital Partners
Pennsylvania
$781K +$258K +8,612 +42%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$451K -$30K -1,001 -6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$425K – – –
RF
17
RHS Financial
California
$418K +$466K +15,566 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$406K +$149K +4,983 +49%
LFG
19
Leverty Financial Group
Wisconsin
$378K -$26.1K -871 -6%
US Bancorp
20
US Bancorp
Minnesota
$320K +$351K +11,720 +5,745%
GF
21
Gries Financial
Ohio
$320K +$357K +11,924 New
MBI
22
Montrusco Bolton Investments
Quebec, Canada
$314K +$350K +11,687 New
LPL Financial
23
LPL Financial
California
$313K +$21.2K +708 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$302K -$15.9K -532 -5%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$274K +$306K +10,219 New
1
2