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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
226
Trailhead Planners
Minnesota
$463K +$459K +10,059 New
T
227
TrueFG
Texas
$458K -$2.1K -46 -0.5%
MWM
228
Modern Wealth Management
Kansas
$445K +$132K +2,891 +43%
EWA
229
Emergent Wealth Advisors
New York
$440K
TIM
230
Tortoise Investment Management
New York
$438K +$77.4K +1,698 +22%
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$430K
CFG
232
Carr Financial Group
Massachusetts
$420K -$66.7K -1,464 -14%
AWM
233
Apollon Wealth Management
South Carolina
$411K -$9.89K -217 -2%
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$401K +$1.19K +26 +0.3%
MCWS
235
McKinley Carter Wealth Services
West Virginia
$399K -$49.2K -1,079 -11%
WTB
236
Washington Trust Bank
Washington
$397K +$25.7K +564 +7%
Lido Advisors
237
Lido Advisors
California
$392K +$390K +8,548 New
CFM
238
Cornerstone Financial Management
Massachusetts
$391K +$388K +8,504 New
NA
239
Nautilus Advisors
California
$389K +$3.51K +77 +0.9%
DAS
240
Dynamic Advisor Solutions
Arizona
$389K +$385K +8,455 New
XFP
241
Xena Financial Planning
Oregon
$387K +$383K +8,408 New
VFA
242
Valeo Financial Advisors
Indiana
$383K +$274 +6 +0.1%
RPSA
243
Richard P. Slaughter Associates
Texas
$382K -$5.15K -113 -1%
EFN
244
Equita Financial Network
Pennsylvania
$374K +$40.8K +895 +12%
RP
245
Riverwater Partners
Wisconsin
$367K -$5.7K -125 -2%
MT
246
Midwest Trust
Kansas
$365K -$410 -9 -0.1%
BCI
247
Brinker Capital Investments
Pennsylvania
$365K +$29.9K +656 +9%
WWM
248
Western Wealth Management
Colorado
$364K +$15.5K +341 +5%
NAS
249
NWF Advisory Services
California
$362K -$9.71K -213 -3%
MCM
250
MAI Capital Management
Ohio
$360K -$8.94K -196 -2%