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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$16.1M +$48K +922 +0.3%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$15.5M -$9.57M -184,083 -40%
WA
28
Wealth Architects
California
$15.5M -$297K -5,704 -2%
BPA
29
Beacon Pointe Advisors
California
$14.8M +$179K +3,451 +1%
EWM
30
Empirical Wealth Management
Washington
$14.6M -$117K -2,256 -0.9%
EWA
31
EP Wealth Advisors
California
$14.2M +$1.52M +29,177 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.5M +$2.04M +39,313 +27%
Stifel Financial
33
Stifel Financial
Missouri
$10.3M +$139K +2,678 +1%
Raymond James Financial
34
Raymond James Financial
Florida
$10.2M +$1.4M +26,850 +17%
B
35
Bailard
California
$9.89M -$153K -2,950 -2%
MWM
36
Mission Wealth Management
California
$9.68M +$338K +6,490 +4%
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$9.36M -$502K -9,644 -5%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$9.26M +$2.58M +49,635 +43%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$9.02M +$1.29M +24,731 +18%
Financial Engines Advisors
40
Financial Engines Advisors
California
$8.1M -$323K -6,207 -4%
AIA
41
Ally Invest Advisors
North Carolina
$8.07M -$18.2K -350 -0.2%
NP
42
NorthRock Partners
Minnesota
$7.71M -$32.7K -629 -0.5%
RCG
43
Regatta Capital Group
California
$7.62M +$230K +4,430 +3%
SG
44
Stanich Group
New York
$7.57M +$258K +4,956 +4%
AA
45
Alesco Advisors
New York
$7.47M -$452K -8,693 -6%
MG
46
Mather Group
Illinois
$6.93M +$607K +11,679 +10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$6.87M -$2.87M -55,151 -31%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.68M +$345K +6,641 +6%
AWA
49
Alaska Wealth Advisors
Alaska
$6.41M -$244K -4,686 -4%
GAM
50
Gemmer Asset Management
California
$6M +$170K +3,272 +3%