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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$531K +$168K +6,439 +32%
BC
27
Brinker Capital
Pennsylvania
$522K +$122K +4,694 +22%
PA
28
Parkside Advisors
California
$465K +$321K +12,312 +112%
GI
29
Gradient Investments
Minnesota
$463K +$62.2K +2,388 +11%
FTIOP
30
Fiduciary Trust International of Pennsylvania
Pennsylvania
$439K +$573K +22,011 New
SFS
31
Sowell Financial Services
Arkansas
$427K -$23.3K -896 -4%
VCM
32
Vision Capital Management
Oregon
$380K +$496K +19,054 New
LGWM
33
Litman Gregory Wealth Management
California
$378K +$329K +12,634 +200%
BWM
34
Baystate Wealth Management
Massachusetts
$365K +$73.4K +2,820 +18%
MML Investors Services
35
MML Investors Services
Massachusetts
$364K +$88.3K +3,393 +23%
SBSB
36
Sullivan, Bruyette, Speros & Blaney
Virginia
$360K +$78K +2,998 +20%
WCWM
37
Willow Creek Wealth Management
California
$346K +$47.6K +1,828 +12%
Bank of America
38
Bank of America
North Carolina
$344K +$87.7K +3,369 +24%
SEI Investments
39
SEI Investments
Pennsylvania
$323K +$421K +16,173 New
HR
40
Hardy Reed
Mississippi
$290K +$379K +14,546 New
SFG
41
Sage Financial Group
Pennsylvania
$274K +$72.6K +2,787 +25%
SC
42
Savant Capital
Illinois
$269K +$351K +13,502 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$260K +$339K +13,030 New
AIP
44
Ameritas Investment Partners
Nebraska
$259K +$24.3K +934 +8%
Truist Financial
45
Truist Financial
North Carolina
$253K -$519K -19,953 -61%
CWM
46
Cranbrook Wealth Management
Michigan
$241K +$130K +4,999 +71%
PA
47
Paracle Advisors
Washington
$239K +$313K +12,020 New
AAM
48
Autus Asset Management
Arizona
$237K +$118K +4,525 +61%
PCA
49
Personal Capital Advisors
California
$234K +$20.1K +773 +7%
MAG
50
Mokosak Advisory Group
Iowa
$211K +$52.6K +2,022 +24%