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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
$12.1M +$1.81M +45,112 +19%
CFG
27
Citizens Financial Group
Rhode Island
$10.6M -$5.18M -128,869 -34%
EWM
28
Empirical Wealth Management
Washington
$10.6M +$391K +9,719 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$10.6M +$96.8K +2,408 +1%
WA
30
Wealth Architects
California
$9.29M +$790K +19,664 +10%
SWM
31
SigFig Wealth Management
California
$9.15M -$2.95M -73,489 -25%
SC
32
Savant Capital
Illinois
$8.9M -$169K -4,206 -2%
LPL Financial
33
LPL Financial
California
$8.66M +$234K +5,831 +3%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$8.18M -$228K -5,676 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.86M -$360K -8,960 -5%
B
36
Bailard
California
$7.67M -$249K -6,183 -3%
EWA
37
EP Wealth Advisors
California
$7.56M +$336K +8,346 +5%
Truist Financial
38
Truist Financial
North Carolina
$7.37M -$55.1K -1,370 -0.8%
LGWM
39
Litman Gregory Wealth Management
California
$6.63M +$150K +3,736 +2%
HPC
40
HM Payson & Co
Maine
$6.39M +$811K +20,168 +15%
Financial Engines Advisors
41
Financial Engines Advisors
California
$6.17M -$277K -6,898 -4%
BCI
42
Brinker Capital Investments
Pennsylvania
$5.56M +$1.48M +36,779 +198%
OPS
43
Orion Portfolio Solutions
Nebraska
$5.56M +$1.48M +36,779 +198%
AA
44
Alesco Advisors
New York
$5.36M -$50K -1,245 -1%
AIA
45
Ally Invest Advisors
North Carolina
$5.36M +$869K +21,625 +20%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.27M +$539K +13,413 +12%
AWA
47
Alaska Wealth Advisors
Alaska
$4.95M +$216K +5,370 +5%
PA
48
Parkside Advisors
California
$4.77M -$21.5K -535 -0.5%
WI
49
WrapManager Inc
California
$4.77M +$220K +5,470 +5%
ASN
50
Advisory Services Network
Georgia
$4.55M – – –