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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$6M +$72.1K +1,386 +1%
AC
52
Apella Capital
Connecticut
$5.96M +$112K +2,155 +2%
RFC
53
Regions Financial Corp
Alabama
$5.92M -$1.96M -37,601 -26%
BFA
54
Bluestem Financial Advisors
Illinois
$5.65M +$80.1K +1,541 +2%
BFP
55
Birchwood Financial Partners
Minnesota
$5.61M +$65.2K +1,254 +1%
GRP
56
Global Retirement Partners
California
$5.6M +$5.21M +100,207 New
Mariner
57
Mariner
Kansas
$5.45M +$70.8K +1,362 +1%
Morgan Stanley
58
Morgan Stanley
New York
$4.95M +$1.45M +27,888 +46%
SC
59
Savant Capital
Illinois
$4.88M -$540K -10,388 -11%
MWM
60
MOR Wealth Management
Pennsylvania
$4.86M +$347K +6,677 +8%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$4.8M -$63.2K -1,216 -1%
QC
62
Quent Capital
New York
$4.76M +$404K +7,775 +10%
CIAS
63
CBIZ Investment Advisory Services
Ohio
$4.7M
HI
64
Harbour Investments
Wisconsin
$4.58M +$230K +4,422 +6%
TFM
65
TFC Financial Management
Massachusetts
$4.58M +$155K +2,972 +4%
Truist Financial
66
Truist Financial
North Carolina
$4.4M +$186K +3,569 +5%
DRP
67
Decker Retirement Planning
Utah
$4.26M +$461K +8,860 +13%
GI
68
Gradient Investments
Minnesota
$4.21M +$146K +2,804 +4%
PSA
69
Plum Street Advisors
Louisiana
$4.18M -$291K -5,603 -7%
Corient Private Wealth
70
Corient Private Wealth
Florida
$4.13M +$15.3K +295 +0.4%
IWM
71
Integris Wealth Management
California
$3.88M -$85.6K -1,646 -2%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.84M +$354K +6,811 +11%
Osaic Holdings
73
Osaic Holdings
Arizona
$3.8M +$839K +16,138 +31%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$3.61M
EI
75
eCIO Inc
Wisconsin
$3.61M -$231K -4,439 -6%