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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
26
Sand Hill Global Advisors
California
$7M +$2.09M +55,477 +43%
Wells Fargo
27
Wells Fargo
California
$6.96M +$3.56M +94,435 +107%
WI
28
WrapManager Inc
California
$6.73M +$122K +3,244 +2%
5L
29
55I LLC
Massachusetts
$6.38M +$118K +3,119 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$6.15M +$3.79M +100,687 +165%
FCG
31
Financial Connections Group
California
$5.91M +$608K +16,121 +12%
EWM
32
Empirical Wealth Management
Washington
$5.75M +$421K +11,157 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.65M -$36.7K -973 -0.7%
HighTower Advisors
34
HighTower Advisors
Illinois
$5.28M +$383K +10,170 +8%
AA
35
Alesco Advisors
New York
$5.24M +$211K +5,591 +4%
GI
36
Gradient Investments
Minnesota
$4.97M -$176K -4,666 -3%
HIF
37
Hill Island Financial
Michigan
$4.93M +$4.89M +129,636 New
BlackRock
38
BlackRock
New York
$4.87M -$40.6K -1,077 -0.8%
AP
39
Adero Partners
California
$4.74M +$646K +17,146 +16%
FFN
40
Focus Financial Network
Minnesota
$4.74M +$4.69M +124,525 New
SHJ
41
Sharkey, Howes & Javer
Colorado
$4.63M +$225K +5,971 +5%
B
42
Bailard
California
$4.39M -$43.7K -1,160 -1%
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.34M +$378K +10,033 +10%
EWA
44
EP Wealth Advisors
California
$4.31M +$165K +4,386 +4%
PFM
45
Parsec Financial Management
North Carolina
$4.16M +$1.97M +52,345 +92%
RJA
46
Raymond James & Associates
Florida
$3.72M +$221K +5,858 +6%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$3.68M -$20.5K -544 -0.6%
LGWM
48
Litman Gregory Wealth Management
California
$3.68M +$527K +13,970 +17%
MIS
49
Morningstar Investment Services
Illinois
$3.67M +$394K +10,463 +12%
HGWM
50
Harvest Group Wealth Management
Massachusetts
$3.32M -$4.71M -124,931 -59%