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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Centerpoint Advisors
Massachusetts
$5K +$2.73K +80 +133%
IA
352
IFP Advisors
Florida
$4.19K -$18.3K -536 -83%
CB
353
Centennial Bank
Arkansas
$3.8K
CSWG
354
Cardinal Strategic Wealth Guidance
Kentucky
$3.73K
RIM
355
Rockbridge Investment Management
New York
$3.57K +$3.21K +94 New
BC
356
Barrett & Company
Rhode Island
$2.66K
KFS
357
Kelly Financial Services
Massachusetts
$2.2K -$2.35K -69 -54%
CB
358
Community Bank
New York
$1.33K
WP
359
WealthShield Partners
North Carolina
$798 -$18.2K -534 -96%
DJSG
360
D.J. St. Germain
Massachusetts
$760
RWM
361
Ruedi Wealth Management
Illinois
$357
GWS
362
Glassman Wealth Services
Virginia
$38
OP
363
ORG Partners
Indiana
$15 -$7.95K -233 Closed
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
-$11.6M -344,500 Closed
PAS
365
Park Avenue Securities
New York
-$3.33M -98,894 Closed
I
366
IMPACTfolio
Colorado
-$2.19M -65,153 Closed
OWM
367
Orgel Wealth Management
Wisconsin
-$1.01M -30,001 Closed
AWS
368
Atria Wealth Solutions
New York
-$893K -26,439 Closed
TA
369
Trellis Advisors
Washington
-$685K -20,356 Closed
CAM
370
Cresset Asset Management
Illinois
-$644K -19,077 Closed
HGWM
371
Horst & Graben Wealth Management
Oregon
-$525K -15,590 Closed
MPW
372
MA Private Wealth
California
-$517K -15,358 Closed
SHJ
373
Sharkey, Howes & Javer
Colorado
-$503K -14,958 Closed
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
-$455K -13,509 Closed
VFO
375
Virtus Family Office
Texas
-$455K -13,481 Closed