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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
351
Equitable Holdings
New York
-$1.01M -30,637 Closed
BCI
352
Brinker Capital Investments
Pennsylvania
-$871K -26,477 Closed
MD
353
Money Design
Japan
-$777K -23,644 Closed
OPS
354
Orion Portfolio Solutions
Nebraska
-$382K -11,611 Closed
SFS
355
Sowell Financial Services
Arkansas
-$364K -11,058 Closed
OWM
356
Orgel Wealth Management
Wisconsin
-$261K -7,944 Closed
FPF
357
First Pacific Financial
Washington
-$252K -7,679 Closed
BRWA
358
B. Riley Wealth Advisors
Florida
-$249K -7,580 Closed
FA
359
Flagstar Advisors
New York
-$244K -7,414 Closed
VHAM
360
Van Hulzen Asset Management
California
-$238K -7,251 Closed
WWG
361
West Wealth Group
California
-$236K -7,163 Closed
DL
362
DOHJ LLC
Washington
-$231K -7,035 Closed
CW
363
CreativeOne Wealth
Kansas
-$206K -6,272 Closed
BMWM
364
Brown Miller Wealth Management
Virginia
-$202K -6,145 Closed
CF
365
Corrigan Financial
Rhode Island
-$201K -6,127 Closed
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
-$156K -4,764 Closed
CS
367
Comerica Securities
Michigan
-$145K -4,396 Closed
PIMG
368
Patriot Investment Management Group
Tennessee
-$149K -4,142 Closed
LFA
369
LGT Financial Advisors
Texas
-$114K -3,455 Closed
LAM
370
Lakewood Asset Management
Illinois
-$56K -1,700 Closed
AF
371
Affiance Financial
Minnesota
-$19.2K -585 Closed
MCC
372
Money Concepts Capital
Florida
-$8.09K -246 Closed
FMII
373
Farmers & Merchants Investments Inc
Nebraska
-$6.58K -200 Closed
POIA
374
Pin Oak Investment Advisors
Texas
-$3K -88 Closed