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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
LongView Wealth Management
Georgia
$373K +$58.8K +1,519 +20%
RPSA
227
Richard P. Slaughter Associates
Texas
$371K +$348K +8,982 New
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$371K -$42.6K -1,100 -11%
CAG
229
Curtis Advisory Group
California
$364K -$54.5K -1,408 -14%
VFA
230
Valeo Financial Advisors
Indiana
$355K -$293K -7,575 -47%
MAG
231
Mokosak Advisory Group
Iowa
$354K +$929 +24 +0.3%
CFG
232
Carr Financial Group
Massachusetts
$348K +$116 +3 +0%
NA
233
Nautilus Advisors
California
$347K +$1.04K +27 +0.3%
HWMG
234
Hurlow Wealth Management Group
Indiana
$346K
SFP
235
Sandbox Financial Partners
Maryland
$344K +$322K +8,320 New
RP
236
Riverwater Partners
Wisconsin
$342K -$66K -1,705 -17%
BF
237
Brooklyn FI
New York
$340K +$319K +8,231 New
BCI
238
Brinker Capital Investments
Pennsylvania
$336K +$78K +2,014 +33%
PCMC
239
Paragon Capital Management (Colorado)
Colorado
$332K +$39.6K +1,024 +15%
RIM
240
Ryan Investment Management
Colorado
$332K +$311K +8,029 New
FG
241
Foster Group
Iowa
$321K +$22.9K +591 +8%
WWM
242
Western Wealth Management
Colorado
$313K +$293K +7,576 New
NAS
243
NWF Advisory Services
California
$312K -$9.52K -246 -3%
PA
244
Pinnacle Associates
New York
$309K -$32.4K -836 -10%
FA
245
Fountainhead AM
New Jersey
$309K -$2.05K -53 -0.7%
EC
246
Estate Counselors
Wisconsin
$299K +$280K +7,230 New
TIM
247
Tortoise Investment Management
New York
$297K +$12.2K +316 +5%
MWP
248
Moller Wealth Partners
$297K -$4.37K -113 -2%
EFN
249
Equita Financial Network
Pennsylvania
$296K +$277K +7,155 New
WFA
250
Wells Financial Advisors
Massachusetts
$293K