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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$1.25M +$291K +12,629 +34%
BEC
27
Blue Edge Capital
Virginia
$1.21M +$61.6K +2,671 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.07M +$562K +24,397 +134%
CIAS
29
Capital Investment Advisory Services
North Carolina
$1.05M +$903K +39,171 +1,542%
SA
30
Stewardship Advisors
Pennsylvania
$991K -$202K -8,775 -18%
ACA
31
Affinity Capital Advisors
California
$933K -$11.7K -509 -1%
WT
32
Whittier Trust
California
$916K -$45.6K -1,980 -5%
RWP
33
RWA Wealth Partners
Massachusetts
$895K +$22.2K +961 +3%
MIS
34
Morningstar Investment Services
Illinois
$829K +$92.3K +4,005 +14%
BlackRock
35
BlackRock
New York
$821K -$372K -16,154 -33%
Ameriprise
36
Ameriprise
Minnesota
$783K +$720K +31,216 New
Stifel Financial
37
Stifel Financial
Missouri
$777K +$714K +30,974 New
PA
38
Parkside Advisors
California
$769K +$170K +7,385 +32%
Bank of America
39
Bank of America
North Carolina
$729K +$272K +11,800 +68%
Citadel Advisors
40
Citadel Advisors
Florida
$723K +$665K +28,825 New
GC
41
Grimes & Company
Massachusetts
$689K +$634K +27,484 New
SEI Investments
42
SEI Investments
Pennsylvania
$676K +$248K +10,756 +67%
CAG
43
Crestwood Advisors Group
Massachusetts
$652K +$599K +25,999 New
BC
44
Brinker Capital
Pennsylvania
$647K -$8.74K -379 -1%
LGWM
45
Litman Gregory Wealth Management
California
$594K +$110K +4,768 +25%
SFS
46
Sowell Financial Services
Arkansas
$561K +$22.3K +968 +5%
Truist Financial
47
Truist Financial
North Carolina
$523K +$188K +8,141 +64%
WP
48
WealthSource Partners
California
$521K +$479K +20,795 New
5L
49
55I LLC
Massachusetts
$513K +$472K +20,476 New
RZH
50
Relyea Zuckerberg Hanson
Connecticut
$491K +$451K +19,571 New