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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
226
Stokes Family Office
Louisiana
$299K
CA
227
CoreCap Advisors
Michigan
$297K +$29.4K +780 +11%
VHAM
228
Van Hulzen Asset Management
California
$292K -$131K -3,466 -31%
WWG
229
West Wealth Group
California
$289K +$286K +7,597 New
TC
230
Trust Company
Kansas
$287K +$285K +7,557 New
CFD
231
Creative Financial Designs
Indiana
$283K +$22.5K +597 +9%
FA
232
Flagstar Advisors
New York
$281K +$279K +7,403 New
AP
233
Appleton Partners
Massachusetts
$280K +$10.6K +280 +4%
DAS
234
Dynamic Advisor Solutions
Arizona
$279K -$25.4K -673 -8%
BAM
235
Belpointe Asset Management
Nevada
$268K +$29.4K +780 +12%
WFA
236
Wade Financial Advisory
California
$264K +$262K +6,950 New
HWMG
237
Hurlow Wealth Management Group
Indiana
$262K +$260K +6,897 New
CPIG
238
Chicago Partners Investment Group
Illinois
$261K -$21.6K -573 -7%
TI
239
tru Independence
Oregon
$260K +$54.6K +1,449 +27%
VWM
240
Venturi Wealth Management
Texas
$257K +$24.5K +651 +11%
Betterment LLC
241
Betterment LLC
New York
$257K +$254K +6,748 New
PP
242
PDS Planning
Ohio
$254K -$377 -10 -0.1%
REMPR
243
Roof Eidam Maycock Peralta (REMP)
California
$254K +$24.5K +650 +11%
SCM
244
Stordahl Capital Management
Colorado
$251K +$377 +10 +0.2%
CFA
245
CWS Financial Advisors
Michigan
$251K +$415 +11 +0.2%
BOPW
246
Brandywine Oak Private Wealth
Pennsylvania
$251K +$11.8K +314 +5%
FCIM
247
Fairview Capital Investment Management
California
$247K +$10.4K +275 +4%
FFS
248
Founders Financial Securities
Maryland
$240K +$5.77K +153 +2%
CGL
249
Clarius Group LLC
Washington
$237K
SIM
250
Seaview Investment Managers
Florida
$236K -$9.35K -248 -4%