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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KB
351
Kimelman & Baird
New York
$31.4K
AWM
352
Avior Wealth Management
Nebraska
$29.8K
GWM
353
Geneos Wealth Management
Colorado
$28K -$8.26K -191 -22%
US Bancorp
354
US Bancorp
Minnesota
$26.3K -$8.64K -200 -24%
PWA
355
Physician Wealth Advisors
Utah
$24.6K +$25.2K +584 New
AWM
356
AE Wealth Management
Kansas
$23.4K +$24.1K +557 New
CIA
357
Cape Investment Advisory
Georgia
$23.2K
CFO
358
CVA Family Office
Colorado
$20.9K
OP
359
ORG Partners
Indiana
$20K
CAM
360
Clarity Asset Management
Iowa
$19.4K +$86 +2 +0.4%
PFM
361
Phillips Financial Management
Indiana
$18K -$10.4K -240 -36%
C
362
Covestor
United Kingdom
$18K -$1.12K -26 -6%
PMFA
363
Plante Moran Financial Advisors
Michigan
$17.3K
AIC
364
Archer Investment Corporation
Indiana
$15.2K
EWP
365
Elevation Wealth Partners
California
$15.1K
WSFS
366
Wilmington Savings Fund Society
Delaware
$14.7K +$562 +13 +4%
AG
367
AmeriFlex Group
Nevada
$13K +$12.9K +299 New
CA
368
Centerpoint Advisors
Massachusetts
$12K +$3.59K +83 +43%
ACA
369
Aptus Capital Advisors
Alabama
$11.6K +$11.9K +276 New
AAG
370
Armstrong Advisory Group
Massachusetts
$11.2K -$15.4K -356 -57%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$11.1K +$11.5K +265 New
FRA
372
Front Row Advisors
California
$10.7K
CTWM
373
Cherry Tree Wealth Management
Minnesota
$10.4K
T
374
Transce3nd
Texas
$9.92K +$10.2K +236 New
CFFP
375
Center for Financial Planning
Michigan
$9.17K