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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
HB Wealth Management
Georgia
$455K +$423K +8,129 New
WA
252
Winter & Associates
Minnesota
$444K +$84.4K +1,623 +26%
OBWG
253
Onyx Bridge Wealth Group
New York
$442K +$15K +288 +4%
NAS
254
NWF Advisory Services
California
$441K +$312 +6 +0.1%
MCM
255
MAI Capital Management
Ohio
$435K -$780 -15 -0.2%
OGF
256
Orin Green Financial
California
$433K +$13.2K +253 +3%
CFM
257
Cornerstone Financial Management
Massachusetts
$433K +$4.11K +79 +1%
RPSA
258
Richard P. Slaughter Associates
Texas
$414K +$12.3K +236 +3%
HI
259
Horizon Investments
North Carolina
$412K -$518K -9,966 -58%
UCFA
260
United Capital Financial Advisors
Texas
$410K -$9.46K -182 -2%
EFN
261
Equita Financial Network
Pennsylvania
$406K -$32.2K -619 -8%
OFG
262
Opulen Financial Group
Virginia
$404K +$780 +15 +0.2%
LW
263
Linscomb Wealth
Texas
$402K +$54.7K +1,052 +17%
HBT
264
Hills Bank & Trust
Iowa
$400K -$104 -2 -0%
SA
265
Sanctuary Advisors
Indiana
$397K +$142K +2,731 +63%
WFA
266
Wells Financial Advisors
Massachusetts
$396K
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
$382K -$15.6K -300 -4%
LA
268
LWM Advisors
California
$382K
RIG
269
Ramiah Investment Group
Wisconsin
$380K +$34.8K +670 +11%
TP
270
Trailhead Planners
Minnesota
$378K -$144K -2,772 -29%
DJSG
271
D.J. St. Germain
Massachusetts
$376K -$5.25K -101 -1%
PFA
272
Pathway Financial Advisors
Vermont
$374K
CFA
273
CWS Financial Advisors
Michigan
$371K +$156 +3 +0%
WWM
274
Western Wealth Management
Colorado
$368K -$77.9K -1,498 -19%
GWM
275
Grand Wealth Management
Michigan
$368K +$18.7K +360 +6%