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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
376
Valued Wealth Advisors
Utah
$4.13K
AAS
377
Ameritas Advisory Services
Nebraska
$3.31K +$3.1K +80 New
BC
378
Barrett & Company
Rhode Island
$2.89K
CB
379
Community Bank
New York
$2.11K
TCPW
380
Twin City Private Wealth
North Carolina
$1.7K +$1.59K +41 New
SIS
381
Sound Income Strategies
Florida
$1.49K +$1.39K +36 New
SAM
382
Smartleaf Asset Management
Massachusetts
$1.4K +$1.32K +34 New
SRCM
383
Signature Resources Capital Management
California
$1.36K
WWM
384
Wolff Wiese Magana
California
$1.28K +$1.2K +31 New
MWA
385
Medallion Wealth Advisors
Connecticut
$1.13K +$116 +3 +13%
WP
386
WealthShield Partners
North Carolina
$868
LWMI
387
Legacy Wealth Management (Idaho)
Idaho
$744
LIS
388
Legacy Investment Solutions
Idaho
$744 +$697 +18 New
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$207
TRCT
390
Tower Research Capital (TRC)
New York
$41 -$570K -14,716 -100%
GWS
391
Glassman Wealth Services
Virginia
$41
SW
392
SVB Wealth
Massachusetts
-$1.06M -27,677 Closed
HWA
393
Hilltop Wealth Advisors
North Carolina
-$947K -24,657 Closed
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
-$543K -14,140 Closed
PCIA
395
Prime Capital Investment Advisors
Kansas
-$516K -13,432 Closed
FCI
396
Financial Counselors Inc
Kansas
-$488K -12,715 Closed
CW
397
Cook Wealth
North Carolina
-$403K -10,714 Closed
EWA
398
ERTS Wealth Advisors
Michigan
-$377K -9,828 Closed
FFN
399
Focus Financial Network
Minnesota
-$304K -7,927 Closed
KWM
400
Kingsview Wealth Management
Oregon
-$241K -6,267 Closed