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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
ERTS Wealth Advisors
Michigan
$299K +$4.78K +118 +2%
AAS
227
Avantax Advisory Services
Texas
$287K +$49.6K +1,225 +21%
AP
228
Appleton Partners
Massachusetts
$286K +$287K +7,093 New
AssetMark Inc
229
AssetMark Inc
California
$285K -$810 -20 -0.3%
CA
230
CoreCap Advisors
Michigan
$284K +$285K +7,035 New
FA
231
Fountainhead AM
New Jersey
$277K +$11.2K +277 +4%
CFD
232
Creative Financial Designs
Indiana
$276K -$37K -914 -12%
PP
233
PDS Planning
Ohio
$270K +$271K +6,700 New
SCM
234
Stordahl Capital Management
Colorado
$266K
WANY
235
Wealthspire Advisors (New York)
New York
$266K
CFA
236
CWS Financial Advisors
Michigan
$266K +$267K +6,589 New
SIM
237
Seaview Investment Managers
Florida
$261K +$261K +6,456 New
MYIA
238
Mount Yale Investment Advisors
Colorado
$259K +$260K +6,433 New
EWA
239
EverSource Wealth Advisors
Alabama
$258K +$258K +6,381 New
BOPW
240
Brandywine Oak Private Wealth
Pennsylvania
$254K +$255K +6,309 New
BAM
241
Belpointe Asset Management
Nevada
$253K +$133K +3,292 +111%
T
242
TrueFG
Texas
$252K
FCIM
243
Fairview Capital Investment Management
California
$250K +$2.02K +50 +0.8%
PA
244
Pinnacle Associates
New York
$249K +$250K +6,180 New
FFS
245
Founders Financial Securities
Maryland
$248K +$249K +6,144 New
BFP
246
Brewster Financial Planning
New York
$247K +$248K +6,135 New
VWM
247
Venturi Wealth Management
Texas
$246K +$26.3K +650 +12%
HHGA
248
Halbert Hargrove Global Advisors
California
$244K +$283 +7 +0.1%
REMPR
249
Roof Eidam Maycock Peralta (REMP)
California
$243K
HFA
250
High Falls Advisors
New York
$242K +$243K +6,011 New