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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
276
Wells Financial Advisors
Massachusetts
$136K +$133K +3,950 +801%
CFGS
277
Concourse Financial Group Securities
Alabama
$133K -$35K -1,037 -19%
PP
278
PrairieView Partners
Minnesota
$132K +$23.3K +691 +19%
LPIC
279
LeJeune Puetz Investment Counsel
Michigan
$127K
AF
280
Allworth Financial
California
$120K +$117K +3,481 +791%
CA
281
Clearstead Advisors
Ohio
$117K -$45.2K -1,340 -26%
FCA
282
FinTrust Capital Advisors
South Carolina
$105K -$8.88K -263 -8%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$102K +$3.1K +92 +3%
OLVIG
284
Oliver Lagore Vanvalin Investment Group
Michigan
$95K -$9.41K -279 -8%
OA
285
Operose Advisors
Wisconsin
$93K
SWM
286
Sugarloaf Wealth Management
Georgia
$93K +$19.5K +578 +24%
WFA
287
Wipfli Financial Advisors
Wisconsin
$90K +$99.1K +2,937 New
BFEC
288
Benjamin F. Edwards & Company
Missouri
$88K -$945 -28 -1%
CWA
289
Carolina Wealth Advisors
South Carolina
$81K +$18.2K +540 +26%
WIM
290
Westside Investment Management
California
$79.4K +$86.4K +2,560 New
TF
291
TimeScale Financial
Massachusetts
$55K
TIM
292
Tortoise Investment Management
New York
$54K
OPW
293
Oxler Private Wealth
New York
$49K +$17.1K +506 New
BWM
294
BerganKDV Wealth Management
Minnesota
$46K
IRC
295
Investors Research Corp
Georgia
$38K +$9.11K +270 +28%
TFS
296
TrustCore Financial Services
Tennessee
$37K -$20.9K -620 -34%
SWA
297
SOA Wealth Advisors
New York
$30K
BCWM
298
Bartlett & Co Wealth Management
Ohio
$28.1K
BC
299
Bartlett & Co
Ohio
$28K
MA
300
MUFG Americas
New York
$27K