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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
326
Baird Financial Group
Wisconsin
-$494K -12,981 Closed
EBA
327
Eagle Bay Advisors
New York
-$402K -10,558 Closed
AWM
328
Aries Wealth Management
Maine
-$373K -9,808 Closed
MYIA
329
Mount Yale Investment Advisors
Colorado
-$363K -9,546 Closed
GWA
330
GGM Wealth Advisors
Maryland
-$348K -9,250 Closed
FA
331
Flagstar Advisors
New York
-$281K -7,403 Closed
TI
332
tru Independence
Oregon
-$260K -6,855 Closed
PP
333
PDS Planning
Ohio
-$254K -6,690 Closed
REMPR
334
Roof Eidam Maycock Peralta (REMP)
California
-$254K -6,675 Closed
FFS
335
Founders Financial Securities
Maryland
-$240K -6,297 Closed
SIM
336
Seaview Investment Managers
Florida
-$236K -6,208 Closed
SWA
337
Stratos Wealth Advisors
Ohio
-$234K -6,163 Closed
TCA
338
Transcend Capital Advisors
New Jersey
-$234K -6,144 Closed
BFP
339
Brewster Financial Planning
New York
-$233K -6,135 Closed
HHGA
340
Halbert Hargrove Global Advisors
California
-$226K -5,949 Closed
SEA
341
Stegent Equity Advisors
Texas
-$225K -5,905 Closed
SHWM
342
Silicon Hills Wealth Management
Texas
-$221K -5,820 Closed
V
343
Veritable
Delaware
-$219K -5,750 Closed
MPW
344
Monterey Private Wealth
California
-$219K -5,686 Closed
KWM
345
Kingsview Wealth Management
Oregon
-$216K -5,677 Closed
HFA
346
High Falls Advisors
New York
-$214K -5,622 Closed
RFA
347
RTD Financial Advisors
Pennsylvania
-$213K -5,598 Closed
MWP
348
Moller Wealth Partners
-$211K -5,559 Closed
RMCM
349
Reynders McVeigh Capital Management
Massachusetts
-$209K -5,494 Closed
Members Trust
350
Members Trust
Florida
-$205K -5,377 Closed