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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
326
Grey Fox Wealth Advisors
Delaware
$10.5K +$1.57K +45 +17%
Qube Research & Technologies (QRT)
327
Qube Research & Technologies (QRT)
United Kingdom
$9.89K -$120K -3,444 -92%
BWP
328
Baldwin Wealth Partners
Massachusetts
$9.69K – – –
GFPC
329
Global Financial Private Client
Florida
$8.37K – – –
KFI
330
Key Financial Inc
Pennsylvania
$7.51K – – –
CFFP
331
Center for Financial Planning
Michigan
$7.41K – – –
KFS
332
Kelly Financial Services
Massachusetts
$6.93K +$1.19K +34 +20%
APC
333
Aspire Private Capital
North Carolina
$6.76K -$1.75K -50 -20%
FSWA
334
Financial Synergies Wealth Advisors
Texas
$6.71K +$663 +19 +11%
IWP
335
IAG Wealth Partners
Wisconsin
$6.29K – – –
FCAG
336
First Capital Advisors Group
New Jersey
$5.2K – – –
BWM
337
BerganKDV Wealth Management
Minnesota
$4.35K +$4.47K +128 New
CB
338
Centennial Bank
Arkansas
$3.4K – – –
CSWG
339
Cardinal Strategic Wealth Guidance
Kentucky
$3.33K +$978 +28 +40%
BA
340
Bristlecone Advisors
Washington
$2.79K +$2.86K +82 New
BC
341
Barrett & Company
Rhode Island
$2.38K – – –
CB
342
Community Bank
New York
$1.19K – – –
CA
343
Centerpoint Advisors
Massachusetts
$1K +$629 +18 New
MHR
344
Matthew Hamilton Rosenberg
$952 – – –
SWM
345
Spire Wealth Management
Virginia
$680 +$698 +20 New
RWM
346
Ruedi Wealth Management
Illinois
$667 +$698 +20 New
LGWM
347
Litman Gregory Wealth Management
California
– -$4.95M -150,478 Closed
Citadel Advisors
348
Citadel Advisors
Florida
– -$2.92M -88,866 Closed
RWA
349
Ropes Wealth Advisors
Massachusetts
– -$1.24M -37,847 Closed
EH
350
Equitable Holdings
New York
– -$1.01M -30,637 Closed