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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$251K
TWA
277
TCI Wealth Advisors
Arizona
$249K +$22.1K +581 +10%
WFA
278
Wade Financial Advisory
California
$249K -$190K -4,983 -45%
SRWM
279
Shira Ridge Wealth Management
California
$248K +$15.9K +418 +7%
FCIM
280
Fairview Capital Investment Management
California
$245K
FG
281
Foster Group
Iowa
$243K +$230K +6,043 New
PFM
282
Peak Financial Management
Massachusetts
$243K +$6.66K +175 +3%
FFA
283
Farther Finance Advisors
California
$242K +$1.33K +35 +0.6%
P
284
&Partners
Tennessee
$242K +$229K +6,019 New
BAAM
285
Baker Avenue Asset Management
California
$235K -$275K -7,236 -55%
GS
286
GTS Securities
Florida
$229K +$216K +5,690 New
PWM
287
Perigon Wealth Management
California
$228K -$9.81K -258 -4%
BWFA
288
Baltimore-Washington Financial Advisors
Maryland
$226K +$214K +5,614 New
BHIA
289
Birch Hill Investment Advisors
Massachusetts
$225K +$213K +5,595 New
DC
290
Davenport & Co
Virginia
$223K -$1.25K -33 -0.6%
AWA
291
Aaron Wealth Advisors
Illinois
$220K +$6.92K +182 +3%
VAF
292
Values Added Financial
District of Columbia
$219K
MFC
293
Morris Financial Concepts
South Carolina
$217K +$62.5K +1,643 +44%
KC
294
Kades & Cheifetz
Pennsylvania
$215K +$533 +14 +0.3%
Members Trust
295
Members Trust
Florida
$213K -$3.58K -94 -2%
AssetMark Inc
296
AssetMark Inc
California
$212K -$74.8K -1,966 -27%
KWM
297
Kingsview Wealth Management
Oregon
$212K +$200K +5,263 New
NA
298
Nottingham Advisors
New York
$212K +$200K +5,262 New
LNC
299
Lincoln National Corp
Pennsylvania
$209K -$3.58K -94 -2%
PMG
300
ProVise Management Group
Florida
$209K +$197K +5,187 New