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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
$23K +$4.26K +98 +24%
CFO
352
CVA Family Office
Colorado
$22.4K
OP
353
ORG Partners
Indiana
$21.4K
WCM
354
Westend Capital Management
California
$21.1K
CAM
355
Clarity Asset Management
Iowa
$21K +$87 +2 +0.4%
C
356
Covestor
United Kingdom
$21K -$782 -18 -4%
AAG
357
Armstrong Advisory Group
Massachusetts
$20.3K -$695 -16 -3%
FRA
358
Front Row Advisors
California
$19.9K +$4.87K +112 +34%
PFM
359
Phillips Financial Management
Indiana
$19.3K
DI
360
DAGCO Inc
Ohio
$19.3K +$87 +2 +0.5%
PMFA
361
Plante Moran Financial Advisors
Michigan
$18.5K -$15.7K -362 -47%
GWM
362
Geneos Wealth Management
Colorado
$16.7K -$7.99K -184 -33%
AIC
363
Archer Investment Corporation
Indiana
$16.3K
EWP
364
Elevation Wealth Partners
California
$16.2K
HFS
365
Hughes Financial Services
Virginia
$14.6K
OA
366
Operose Advisors
Wisconsin
$14.2K +$13.7K +316 New
GRP
367
Global Retirement Partners
California
$13.2K
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$11.9K
MPW
369
MASECO Private Wealth
$11.4K +$11K +254 New
CTWM
370
Cherry Tree Wealth Management
Minnesota
$11.2K
CFFP
371
Center for Financial Planning
Michigan
$9.83K
MIM
372
MTM Investment Management
South Carolina
$9.02K
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$8.61K -$174 -4 -2%
IWP
374
IAG Wealth Partners
Wisconsin
$8.34K
CTC
375
Central Trust Company
Missouri
$8.12K