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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
226
Morgan Stanley
New York
$104K +$56K +1,416 +114%
CPC
227
Consolidated Planning Corp
Georgia
$104K +$105K +2,660 New
SWM
228
Sugarloaf Wealth Management
Georgia
$95K – – –
AF
229
Advisornet Financial
Minnesota
$72K +$54.2K +1,369 +286%
TIM
230
Tortoise Investment Management
New York
$69K +$11.7K +295 +20%
FCM
231
Firestone Capital Management
Florida
$67K – – –
BWM
232
BerganKDV Wealth Management
Minnesota
$59K – – –
PAM
233
PFM Asset Management
Pennsylvania
$51K -$137K -3,472 -73%
CFA
234
Carroll Financial Associates
North Carolina
$51K +$13.3K +336 +34%
HPC
235
HM Payson & Co
Maine
$49K – – –
WFA
236
Wells Financial Advisors
Massachusetts
$40K – – –
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$37.5K +$38K +961 New
TF
238
TimeScale Financial
Massachusetts
$36K +$11.8K +299 +48%
4FG
239
4Thought Financial Group
New York
$27K +$1.34K +34 +5%
CAAS
240
Capital Asset Advisory Services
Michigan
$26K +$40 +1 +0.1%
NFG
241
Next Financial Group
Texas
$19K – – –
JP Morgan Chase
242
JP Morgan Chase
New York
$18K +$18.4K +466 New
TFS
243
TrustCore Financial Services
Tennessee
$17K – – –
GWM
244
Geneos Wealth Management
Colorado
$17K +$40 +1 +0.2%
S
245
SignatureFD
Georgia
$16K – – –
LFG
246
Larson Financial Group
Missouri
$13K – – –
GFPC
247
Global Financial Private Client
Florida
$11.3K +$1.07K +27 +10%
EIP
248
Ellis Investment Partners
Pennsylvania
$10K -$2.25K -57 -17%
KFI
249
Key Financial Inc
Pennsylvania
$9K – – –
KFS
250
Kelly Financial Services
Massachusetts
$8.51K -$53.9K -1,362 -86%