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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
251
Hills Bank & Trust
Iowa
$267K +$34 +1 +0%
KFSC
252
Keystone Financial Services (Colorado)
Colorado
$261K +$102 +3 +0%
FA
253
Fountainhead AM
New Jersey
$261K -$23.1K -683 -9%
AFAS
254
Acorn Financial Advisory Services
Virginia
$259K
PA
255
Pinnacle Associates
New York
$256K +$102 +3 +0%
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$253K -$19.5K -576 -7%
SWA
257
Stratos Wealth Advisors
Ohio
$251K -$4.71K -139 -2%
WFA
258
Wells Financial Advisors
Massachusetts
$248K -$48.3K -1,428 -17%
CW
259
Cook Wealth
North Carolina
$246K +$227K +6,715 New
VAF
260
Values Added Financial
District of Columbia
$244K +$233K +6,872 New
SCM
261
Stordahl Capital Management
Colorado
$238K +$3.05K +90 +1%
CFA
262
CWS Financial Advisors
Michigan
$237K +$508 +15 +0.2%
AP
263
Appleton Partners
Massachusetts
$237K -$1.02K -30 -0.4%
AP
264
Adero Partners
California
$232K -$414K -12,221 -65%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$231K +$220K +6,511 New
SP
266
SWS Partners
Ohio
$228K -$8.26K -244 -4%
AWM
267
Apollon Wealth Management
South Carolina
$227K +$217K +6,396 New
CA
268
CoreCap Advisors
Michigan
$224K +$214K +6,318 New
Citadel Advisors
269
Citadel Advisors
Florida
$221K +$210K +6,210 New
REMPR
270
Roof Eidam Maycock Peralta (REMP)
California
$219K
BFA
271
BBJS Financial Advisors
Washington
$218K +$677 +20 +0.3%
MBFW
272
Morton Brown Family Wealth
Pennsylvania
$217K +$305 +9 +0.1%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$216K
MWP
274
Moller Wealth Partners
$215K +$205K +6,052 New
FCIM
275
Fairview Capital Investment Management
California
$214K