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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
401
Sage Mountain Advisors
Georgia
$66.2K – – –
IA
402
IFG Advisory
Georgia
$63.8K +$59.3K +1,141 New
NRG
403
Nemes Rush Group
Michigan
$62.8K -$39.1K -752 -40%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$62.4K -$988 -19 -2%
OA
405
Operose Advisors
Wisconsin
$61.6K +$16.9K +324 +42%
KSB
406
Kennebec Savings Bank
Maine
$61.5K – – –
CA
407
CoreCap Advisors
Michigan
$59.2K +$2.29K +44 +4%
HPC
408
HM Payson & Co
Maine
$55.9K – – –
CSC
409
Caldwell Sutter Capital
California
$55.3K +$4.42K +85 +9%
AA
410
Ancora Advisors
Ohio
$53.1K – – –
YAL
411
Your Advocates Ltd
Texas
$52.6K +$52 +1 +0.1%
MAFA
412
MJT & Associates Financial Advisory
Minnesota
$51.8K -$2.91K -56 -6%
BCWM
413
Bartlett & Co Wealth Management
Ohio
$51.2K – – –
MCM
414
Manchester Capital Management
Vermont
$47.9K +$44.6K +857 New
IAS
415
IMA Advisory Services
Colorado
$45.4K +$42.2K +812 New
FF
416
Frankly Finances
Florida
$39.2K +$36.5K +701 New
CA
417
Centerpoint Advisors
Massachusetts
$39K +$1.3K +25 +4%
Russell Investments Group
418
Russell Investments Group
United Kingdom
$38.6K -$5.67K -109 -14%
AAG
419
Armstrong Advisory Group
Massachusetts
$38.1K +$12.7K +244 +56%
MIA
420
Milestone Investment Advisors
Wisconsin
$34.2K +$16.7K +321 +110%
CFO
421
Capitol Family Office
Oregon
$33K +$52 +1 +0.2%
PWA
422
Physician Wealth Advisors
Utah
$32.7K – – –
Vanguard Advisers Inc
423
Vanguard Advisers Inc
Pennsylvania
$31.4K +$3.38K +65 +13%
US Bancorp
424
US Bancorp
Minnesota
$30.8K -$571K -10,972 -95%
C
425
Covestor
United Kingdom
$29K -$52 -1 -0.2%