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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
351
Armstrong Advisory Group
Massachusetts
$19.3K +$7.74K +200 +75%
WCM
352
Westend Capital Management
California
$19.3K +$18.1K +467 New
CAM
353
Clarity Asset Management
Iowa
$19.2K +$39 +1 +0.2%
SC
354
Sawyer & Company
Massachusetts
$18.2K +$12.6K +325 New
PFM
355
Phillips Financial Management
Indiana
$17.7K
DI
356
DAGCO Inc
Ohio
$17.6K +$77 +2 +0.5%
CA
357
Centerpoint Advisors
Massachusetts
$17K +$1.86K +48 +13%
AWM
358
AE Wealth Management
Kansas
$15.1K -$7.94K -205 -36%
WSFS
359
Wilmington Savings Fund Society
Delaware
$15K
AIC
360
Archer Investment Corporation
Indiana
$14.9K
EWP
361
Elevation Wealth Partners
California
$14.9K
FRA
362
Front Row Advisors
California
$13.6K
HFS
363
Hughes Financial Services
Virginia
$13.5K -$91.2K -2,356 -88%
AG
364
AmeriFlex Group
Nevada
$12.4K +$39 +1 +0.3%
GRP
365
Global Retirement Partners
California
$12.1K +$11.3K +292 New
RF
366
Rossby Financial
Florida
$11.1K
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
$11K
T
368
Transce3nd
Texas
$10.4K +$348 +9 +4%
CTWM
369
Cherry Tree Wealth Management
Minnesota
$10.3K
CFFP
370
Center for Financial Planning
Michigan
$9.01K
MIM
371
MTM Investment Management
South Carolina
$8.27K
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$8.06K +$2.98K +77 +65%
IWP
373
IAG Wealth Partners
Wisconsin
$7.65K
CTC
374
Central Trust Company
Missouri
$7.44K
TPWA
375
Twin Peaks Wealth Advisors
California
$5.41K +$4.88K +126 New