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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
326
Eagle Bay Advisors
New York
– -$402K -10,558 Closed
AWM
327
Aries Wealth Management
Maine
– -$373K -9,808 Closed
MYIA
328
Mount Yale Investment Advisors
Colorado
– -$363K -9,546 Closed
GWA
329
GGM Wealth Advisors
Maryland
– -$348K -9,250 Closed
FA
330
Flagstar Advisors
New York
– -$281K -7,403 Closed
TI
331
tru Independence
Oregon
– -$260K -6,855 Closed
PP
332
PDS Planning
Ohio
– -$254K -6,690 Closed
REMPR
333
Roof Eidam Maycock Peralta (REMP)
California
– -$254K -6,675 Closed
FFS
334
Founders Financial Securities
Maryland
– -$240K -6,297 Closed
SIM
335
Seaview Investment Managers
Florida
– -$236K -6,208 Closed
SWA
336
Stratos Wealth Advisors
Ohio
– -$234K -6,163 Closed
TCA
337
Transcend Capital Advisors
New Jersey
– -$234K -6,144 Closed
BFP
338
Brewster Financial Planning
New York
– -$233K -6,135 Closed
HHGA
339
Halbert Hargrove Global Advisors
California
– -$226K -5,949 Closed
SEA
340
Stegent Equity Advisors
Texas
– -$225K -5,905 Closed
SHWM
341
Silicon Hills Wealth Management
Texas
– -$221K -5,820 Closed
V
342
Veritable
Delaware
– -$219K -5,750 Closed
MPW
343
Monterey Private Wealth
California
– -$219K -5,686 Closed
KWM
344
Kingsview Wealth Management
Oregon
– -$216K -5,677 Closed
HFA
345
High Falls Advisors
New York
– -$214K -5,622 Closed
RFA
346
RTD Financial Advisors
Pennsylvania
– -$213K -5,598 Closed
MWP
347
Moller Wealth Partners
– -$211K -5,559 Closed
RMCM
348
Reynders McVeigh Capital Management
Massachusetts
– -$209K -5,494 Closed
Members Trust
349
Members Trust
Florida
– -$205K -5,377 Closed
SEIA
350
Signature Estate & Investment Advisors
California
– -$201K -5,283 Closed