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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$275K -$498K -14,594 -67%
TFO
252
Tarbox Family Office
California
$269K +$1.06K +31 +0.4%
EGWAG
253
Elwood & Goetz Wealth Advisory Group
Georgia
$268K +$2.97K +87 +1%
WFA
254
Wells Financial Advisors
Massachusetts
$266K – – –
AP
255
Appleton Partners
Massachusetts
$258K +$4.1K +120 +2%
CFA
256
CWS Financial Advisors
Michigan
$255K +$1.2K +35 +0.5%
SCM
257
Stordahl Capital Management
Colorado
$255K – – –
SP
258
SWS Partners
Ohio
$254K +$5.77K +169 +3%
BFA
259
BBJS Financial Advisors
Washington
$254K +$18.7K +548 +9%
RFA
260
RTD Financial Advisors
Pennsylvania
$245K +$220K +6,436 New
PP
261
PDS Planning
Ohio
$243K +$14.6K +427 +7%
FHA
262
First Horizon Advisors
Tennessee
$240K -$93.3K -2,734 -30%
FWP
263
Falcon Wealth Planning
California
$239K +$1.77K +52 +0.8%
OGF
264
Orin Green Financial
California
$238K +$45.4K +1,329 +27%
PWMAG
265
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$4.68K +137 +2%
FFS
266
Founders Financial Securities
Maryland
$235K +$211K +6,194 New
MWP
267
Moller Wealth Partners
$234K +$5.63K +165 +3%
MBFW
268
Morton Brown Family Wealth
Pennsylvania
$233K +$410 +12 +0.2%
EH
269
Equitable Holdings
New York
$233K +$209K +6,119 New
FCIM
270
Fairview Capital Investment Management
California
$231K +$1.71K +50 +0.8%
FFA
271
Farther Finance Advisors
California
$230K +$4.33K +127 +2%
TC
272
Trust Company
Kansas
$227K +$10K +294 +5%
PWM
273
Perigon Wealth Management
California
$225K -$562K -16,456 -74%
PFM
274
Peak Financial Management
Massachusetts
$222K +$200K +5,849 New
SRWM
275
Shira Ridge Wealth Management
California
$218K +$196K +5,748 New