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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
276
BLB&B Advisors
Pennsylvania
$248K -$112K -2,786 -32%
HFA
277
Highland Financial Advisors
New Jersey
$248K +$239K +5,939 New
BAAM
278
Baker Avenue Asset Management
California
$245K +$2.57K +64 +1%
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$245K +$235K +5,852 New
FWP
280
Falcon Wealth Planning
California
$242K -$37.9K -944 -14%
SRWM
281
Shira Ridge Wealth Management
California
$240K -$3.1K -77 -1%
PFM
282
Peak Financial Management
Massachusetts
$236K -$14.9K -370 -6%
PWM
283
Perigon Wealth Management
California
$236K -$563 -14 -0.2%
NWMG
284
National Wealth Management Group
Ohio
$233K +$224K +5,565 New
CWA
285
Cornerstone Wealth Advisors
Minnesota
$232K – – –
FPAS
286
Focus Partners Advisor Solutions
Missouri
$228K +$6.55K +163 +3%
PAS
287
Park Avenue Securities
New York
$225K +$216K +5,370 New
BWFA
288
Baltimore-Washington Financial Advisors
Maryland
$225K -$9.73K -242 -4%
KC
289
Kades & Cheifetz
Pennsylvania
$224K +$724 +18 +0.3%
NA
290
Nottingham Advisors
New York
$222K +$213K +5,306 New
Members Trust
291
Members Trust
Florida
$221K – – –
LT
292
Legacy Trust
Michigan
$220K +$212K +5,266 New
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
$212K +$202K +5,022 +66%
AssetMark Inc
294
AssetMark Inc
California
$212K -$1.57K -39 -0.8%
VCM
295
Viewpoint Capital Management
Washington
$209K +$201K +5,000 New
PMG
296
ProVise Management Group
Florida
$201K -$16.2K -403 -8%
CA
297
Continuum Advisory
Idaho
$186K – – –
TIM
298
Tortoise Investment Management
New York
$184K +$1.61K +40 +0.9%
ACA
299
American Capital Advisory
Idaho
$168K -$23K -572 -12%
CWA
300
Carolina Wealth Advisors
South Carolina
$160K – – –