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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
CoreCap Advisors
Michigan
$39K -$21.4K -516 -34%
AA
327
Ancora Advisors
Ohio
$36.5K – – –
BCWM
328
Bartlett & Co Wealth Management
Ohio
$35.1K – – –
CSC
329
Caldwell Sutter Capital
California
$34.7K -$4.32K -104 -10%
YAL
330
Your Advocates Ltd
Texas
$34.2K – – –
SSB
331
Sandy Spring Bank
Maryland
$32.6K +$35.3K +849 New
MFS
332
Mattson Financial Services
Michigan
$32.5K +$3.62K +87 +11%
KB
333
Kimelman & Baird
New York
$28.7K – – –
PMFA
334
Plante Moran Financial Advisors
Michigan
$28.5K +$13.8K +332 +81%
US Bancorp
335
US Bancorp
Minnesota
$24K – – –
CFO
336
Capitol Family Office
Oregon
$23.2K +$25.1K +605 New
PWA
337
Physician Wealth Advisors
Utah
$22.4K – – –
AWM
338
AE Wealth Management
Kansas
$21.9K +$582 +14 +3%
CIA
339
Cape Investment Advisory
Georgia
$21.2K – – –
CFO
340
CVA Family Office
Colorado
$19.1K – – –
OP
341
ORG Partners
Indiana
$18.3K – – –
CAM
342
Clarity Asset Management
Iowa
$17.8K +$42 +1 +0.2%
GWM
343
Geneos Wealth Management
Colorado
$17.5K -$8.85K -213 -32%
C
344
Covestor
United Kingdom
$17K +$208 +5 +1%
PFM
345
Phillips Financial Management
Indiana
$16.5K – – –
DI
346
DAGCO Inc
Ohio
$16.3K +$17.6K +424 New
MA
347
MCF Advisors
Kentucky
$15.5K +$16.8K +403 New
CA
348
Centerpoint Advisors
Massachusetts
$14K +$3.53K +85 +31%
WSFS
349
Wilmington Savings Fund Society
Delaware
$14K +$623 +15 +4%
AIC
350
Archer Investment Corporation
Indiana
$13.9K – – –