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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Westend Capital Management
California
$21K -$970 -20 -4%
FRA
402
Front Row Advisors
California
$20.8K – – –
AAG
403
Armstrong Advisory Group
Massachusetts
$20.5K -$873 -18 -4%
DI
404
DAGCO Inc
Ohio
$20.2K +$49 +1 +0.2%
PFM
405
Phillips Financial Management
Indiana
$20.2K – – –
SNB
406
Security National Bank
Nebraska
$19.3K +$19.9K +411 New
HFS
407
Hantz Financial Services
Michigan
$18K – – –
GWM
408
Geneos Wealth Management
Colorado
$17.5K +$49 +1 +0.3%
AIC
409
Archer Investment Corporation
Indiana
$17K – – –
EWP
410
Elevation Wealth Partners
California
$16.9K – – –
PAI
411
Pittenger & Anderson Inc
Nebraska
$16.5K +$17K +350 New
SFS
412
Sunrise Financial Services
Washington
$16.1K -$160K -3,292 -91%
CPG
413
Cornerstone Planning Group
New Jersey
$16K +$14.8K +306 New
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$15.8K +$16.3K +337 New
SC
415
Sawyer & Company
Massachusetts
$15.3K +$15.8K +325 New
MIA
416
Milestone Investment Advisors
Wisconsin
$13.7K +$14.1K +291 New
AWM
417
AE Wealth Management
Kansas
$13.5K -$13.6K -280 -49%
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$12.5K – – –
MPW
419
MASECO Private Wealth
$11.9K – – –
AG
420
AmeriFlex Group
Nevada
$11.7K -$2.57K -53 -18%
CTWM
421
Cherry Tree Wealth Management
Minnesota
$11.7K – – –
CFFP
422
Center for Financial Planning
Michigan
$10.3K – – –
MIM
423
MTM Investment Management
South Carolina
$9.4K – – –
IWP
424
IAG Wealth Partners
Wisconsin
$8.7K – – –
ATPW
425
Ashton Thomas Private Wealth
Arizona
$8.42K +$8.68K +179 New