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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
376
WealthSource Partners
California
-$418K -12,432 Closed
Prudential Financial
377
Prudential Financial
New Jersey
-$407K -12,099 Closed
Bank of New York Mellon
378
Bank of New York Mellon
New York
-$356K -10,571 Closed
APW
379
Austin Private Wealth
Texas
-$344K -10,234 Closed
Thrivent Financial for Lutherans
380
Thrivent Financial for Lutherans
Minnesota
-$340K -10,059 Closed
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
-$292K -8,670 Closed
CS
382
Credit Suisse
Switzerland
-$271K -8,067 Closed
OIA
383
OneDigital Investment Advisors
Kansas
-$245K -7,274 Closed
AWM
384
AE Wealth Management
Kansas
-$243K -7,209 Closed
WIA
385
World Investment Advisors
California
-$225K -6,655 Closed
WA
386
Wealth Alliance
New York
-$212K -6,310 Closed
CA
387
Cetera Advisors
Colorado
-$206K -6,109 Closed
GIA
388
Goodwin Investment Advisory
Georgia
-$123K -3,662 Closed
PC
389
Pecaut & Co
Iowa
-$102K -3,034 Closed
VWM
390
Venturi Wealth Management
Texas
-$79.1K -2,351 Closed
Citigroup
391
Citigroup
New York
-$33.1K -985 Closed
EWA
392
EverSource Wealth Advisors
Alabama
-$16.9K -502 Closed
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
-$14.4K -428 Closed
PWMG
394
Provence Wealth Management Group
California
-$11.6K -345 Closed
FIA
395
FNY Investment Advisers
New York
-$10K -300 Closed
GFPC
396
Global Financial Private Client
Florida
-$6.89K -208 Closed
APC
397
Aspire Private Capital
North Carolina
-$3.23K -96 Closed
CPG
398
Cornerstone Planning Group
New Jersey
-$2.46K -73 Closed
RCM
399
Raleigh Capital Management
North Carolina
-$1.11K -33 Closed
BWS
400
Buck Wealth Strategies
Colorado
-$606 -18 Closed