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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
ACG Wealth
Georgia
$14K +$15.5K +450 New
S
302
SignatureFD
Georgia
$13K
TWA
303
TCI Wealth Advisors
Arizona
$13K +$14.5K +422 New
EIP
304
Ellis Investment Partners
Pennsylvania
$12K -$17.4K -506 -57%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$12K +$791 +23 +7%
CAAS
306
Capital Asset Advisory Services
Michigan
$11K +$34 +1 +0.3%
GFPC
307
Global Financial Private Client
Florida
$9.15K
CFFP
308
Center for Financial Planning
Michigan
$7K
KFI
309
Key Financial Inc
Pennsylvania
$7K
IWP
310
IAG Wealth Partners
Wisconsin
$6K
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$6K
CS
312
Credit Suisse
Switzerland
$6K +$6.19K +180 New
CSWG
313
Cardinal Strategic Wealth Guidance
Kentucky
$6K +$6.3K +183 New
MAM
314
Meeder Asset Management
Ohio
$6K +$6.99K +203 New
KFS
315
Kelly Financial Services
Massachusetts
$5.88K -$344 -10 -5%
BWL
316
Bogart Wealth LLC
Virginia
$5K
FSWA
317
Financial Synergies Wealth Advisors
Texas
$4.46K +$4.89K +142 New
POIA
318
Pin Oak Investment Advisors
Texas
$3K
TAM
319
Tucker Asset Management
Colorado
$2.93K +$3.2K +93 New
CB
320
Community Bank
New York
$1K
MHR
321
Matthew Hamilton Rosenberg
$1K
ST
322
Smithfield Trust
Pennsylvania
$1K +$929 +27 New
CIAS
323
CFS Investment Advisory Services
New Jersey
-$1K -44,279 Closed
GC
324
Grimes & Company
Massachusetts
-$710K -18,661 Closed
FANJ
325
Financial Architects (New Jersey)
New Jersey
-$612K -16,093 Closed