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iShares ESG Screened S&P Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 41,331 | $2.16M | $2.01M | -$142,164.99 | -6.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 136,740 | $6.09M | $6.66M | $573,827.47 | 9.43% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 6,693 | $282,665.77 | $329,864.5 | $47,198.73 | 16.7% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 243,921 | $10.7M | $11.89M | $1.2M | 11.17% |
 Loraine Ell Better Money Decisions LLC | 21,743 | $800,257.63 | $1.07M | $267,975.96 | 33.49% |
 Jeff Ameen Spire Wealth Management | 84 | $2,889 | $4,142.88 | $1,253.88 | 43.4% |
 Donna Rittershausen Koss-Olinger Consulting LLC | 140,062 | $5.61M | $6.9M | $1.3M | 23.12% |
 Jarrett Topel Topel & Distasi Wealth Management LLC | 16,903 | $612,366.39 | $828,585.06 | $216,218.67 | 35.31% |
 Jodi Greenlund Financial Council LLC | 5,171 | $195,232.54 | $253,689.26 | $58,456.72 | 29.94% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15,826 | $560,092.58 | $775,474 | $215,381.42 | 38.45% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 15,091 | $537,714.4 | $740,515.37 | $202,800.97 | 37.72% |
 Sean Reitenbach Prosperity Consulting Group LLC | 4,421 | $224,365.75 | $215,479.54 | -$8,886.21 | -3.96% |
 Michael Byun SageView Advisory Group LLC | 25,861 | $1.04M | $1.26M | $223,761.5 | 21.58% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,854 | $79,881.4 | $90,901.62 | $11,020.22 | 13.8% |
 Abraham Martinez Amara Financial LLC | 3,900 | $203,395 | $191,197.5 | -$12,197.5 | -6% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,316 | $52,172.12 | $64,141.84 | $11,969.72 | 22.94% |
 Belena Vincetti Fortis Capital Advisors LLC | 5,498 | $249,444.48 | $268,549.81 | $19,105.33 | 7.66% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 21,095 | $849,305.64 | $1.04M | $185,826.01 | 21.88% |
 Sheryl Stephens Stephens Consulting LLC | 2,763 | $113,164.55 | $134,668.62 | $21,504.07 | 19% |
 Kevin Gray Lodestar Private Asset Management LLC | 6,221 | $276,327.34 | $305,108.94 | $28,781.6 | 10.42% |
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