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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
276
Highland Financial Advisors
New Jersey
$248K +$239K +5,939 New
BAAM
277
Baker Avenue Asset Management
California
$245K +$2.57K +64 +1%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$245K +$235K +5,852 New
FWP
279
Falcon Wealth Planning
California
$242K -$37.9K -944 -14%
SRWM
280
Shira Ridge Wealth Management
California
$240K -$3.1K -77 -1%
PFM
281
Peak Financial Management
Massachusetts
$236K -$14.9K -370 -6%
PWM
282
Perigon Wealth Management
California
$236K -$563 -14 -0.2%
NWMG
283
National Wealth Management Group
Ohio
$233K +$224K +5,565 New
CWA
284
Cornerstone Wealth Advisors
Minnesota
$232K
FPAS
285
Focus Partners Advisor Solutions
Missouri
$228K +$6.55K +163 +3%
PAS
286
Park Avenue Securities
New York
$225K +$216K +5,370 New
BWFA
287
Baltimore-Washington Financial Advisors
Maryland
$225K -$9.73K -242 -4%
KC
288
Kades & Cheifetz
Pennsylvania
$224K +$724 +18 +0.3%
NA
289
Nottingham Advisors
New York
$222K +$213K +5,306 New
Members Trust
290
Members Trust
Florida
$221K
LT
291
Legacy Trust
Michigan
$220K +$212K +5,266 New
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$212K +$202K +5,022 +66%
AssetMark Inc
293
AssetMark Inc
California
$212K -$1.57K -39 -0.8%
VCM
294
Viewpoint Capital Management
Washington
$209K +$201K +5,000 New
PMG
295
ProVise Management Group
Florida
$201K -$16.2K -403 -8%
CA
296
Continuum Advisory
Idaho
$186K
TIM
297
Tortoise Investment Management
New York
$184K +$1.61K +40 +0.9%
ACA
298
American Capital Advisory
Idaho
$168K -$23K -572 -12%
CWA
299
Carolina Wealth Advisors
South Carolina
$160K
CA
300
Clearstead Advisors
Ohio
$159K