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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
351
Elevation Wealth Partners
California
$13.8K
FRA
352
Front Row Advisors
California
$12.7K +$3.12K +75 +29%
AG
353
AmeriFlex Group
Nevada
$11.5K +$42 +1 +0.3%
AAG
354
Armstrong Advisory Group
Massachusetts
$11.2K
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$10.2K
RF
356
Rossby Financial
Florida
$9.98K +$11.1K +268 New
CTWM
357
Cherry Tree Wealth Management
Minnesota
$9.53K
T
358
Transce3nd
Texas
$9.29K +$249 +6 +3%
CFFP
359
Center for Financial Planning
Michigan
$8.37K
MIM
360
MTM Investment Management
South Carolina
$7.72K +$8.31K +200 New
IWP
361
IAG Wealth Partners
Wisconsin
$7.11K
CFD
362
Creative Financial Designs
Indiana
$7.07K
RMP
363
Richards, Merrill & Peterson
Washington
$6.95K
CTC
364
Central Trust Company
Missouri
$6.91K +$1.04K +25 +16%
DRP
365
Decker Retirement Planning
Utah
$6.53K
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$6.16K
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$4.53K
IA
368
IFP Advisors
Florida
$4.17K +$1.37K +33 +43%
CB
369
Centennial Bank
Arkansas
$3.84K
VWA
370
Valued Wealth Advisors
Utah
$3.84K
NWMP
371
Noble Wealth Management PBC
Colorado
$2.92K
BC
372
Barrett & Company
Rhode Island
$2.69K
CB
373
Community Bank
New York
$1.96K
RWM
374
Ruedi Wealth Management
Illinois
$1.3K +$42 +1 +3%
SRCM
375
Signature Resources Capital Management
California
$1.27K