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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
376
Resources Management Corp
Connecticut
$7K +$6.43K +148 New
VWA
377
Valued Wealth Advisors
Utah
$4.51K – – –
NWMP
378
Noble Wealth Management PBC
Colorado
$3.43K +$3.3K +76 New
BC
379
Barrett & Company
Rhode Island
$3.16K – – –
CB
380
Community Bank
New York
$2.3K – – –
WWM
381
Wolff Wiese Magana
California
$2.16K +$738 +17 +55%
SS
382
Sunbelt Securities
Texas
$1.8K +$1.74K +40 New
SAM
383
Smartleaf Asset Management
Massachusetts
$1.53K – – –
SRCM
384
Signature Resources Capital Management
California
$1.49K – – –
MWA
385
Medallion Wealth Advisors
Connecticut
$1.22K – – –
LWA
386
Lowe Wealth Advisors
Maryland
$1.17K +$1.13K +26 New
WP
387
WealthShield Partners
North Carolina
$947 – – –
LWMI
388
Legacy Wealth Management (Idaho)
Idaho
$812 – – –
GA
389
Guerra Advisors
Florida
$322 +$304 +7 New
RFP
390
Root Financial Partners
California
$226 +$217 +5 New
FLP
391
Financial Life Planners
Arizona
$138 +$130 +3 New
GWS
392
Glassman Wealth Services
Virginia
$45 – – –
UFAC
393
Urban Financial Advisory Corp
Illinois
$37 -$51.4K -1,184 -100%
DL
394
DOHJ LLC
Washington
– -$2.55M -69,762 Closed
Susquehanna International Group
395
Susquehanna International Group
Pennsylvania
– -$2.03M -49,083 Closed
WA
396
Westfuller Advisors
New York
– -$1.83M -44,207 Closed
WAM
397
WNY Asset Management
New York
– -$729K -17,644 Closed
AAP
398
Arax Advisory Partners
Colorado
– -$420K -10,154 Closed
Thrivent Financial for Lutherans
399
Thrivent Financial for Lutherans
Minnesota
– -$374K -9,046 Closed
CAG
400
Curtis Advisory Group
California
– -$364K -8,818 Closed