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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Baldrige Asset Management
Pennsylvania
$208K +$271K +10,406 New
MM
52
Main Management
California
$198K -$26.7K -1,027 -9%
BBA
53
Braun-Bostich & Associates
Pennsylvania
$192K +$195K +7,506 +277%
TFO
54
Tarbox Family Office
California
$156K +$92.7K +3,560 +83%
VCS
55
Vaughan & Co Securities
New Jersey
$148K -$148K -5,675 -43%
IFAM
56
Institutional & Family Asset Management
Colorado
$122K +$677 +26 +0.4%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$120K +$25.8K +990 +20%
AssetMark Inc
58
AssetMark Inc
California
$107K +$67.3K +2,585 +93%
JFA
59
JNBA Financial Advisors
Minnesota
$80K +$79.2K +3,044 +311%
SIAS
60
Shine Investment Advisory Services
Colorado
$65K +$19.5K +750 +30%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$43.7K +1,680 +113%
OPS
62
Orion Portfolio Solutions
Nebraska
$59K +$77.2K +2,965 New
IA
63
IFP Advisors
Florida
$55K +$70.4K +2,706 +33,825%
SPIA
64
Steward Partners Investment Advisory
New York
$53K +$45.2K +1,736 +186%
CIAS
65
Capital Investment Advisory Services
North Carolina
$51K +$66.1K +2,540 New
ADL
66
Asset Dedication LLC
California
$46K -$4.09K -157 -6%
TRCT
67
Tower Research Capital (TRC)
New York
$45K -$1.45M -55,634 -96%
WCM
68
Wealthcare Capital Management
Virginia
$44K +$9.61K +369 +20%
FCA
69
FinTrust Capital Advisors
South Carolina
$41K
SWM
70
Sugarloaf Wealth Management
Georgia
$34K +$44K +1,690 New
GC
71
Grace Capital
Massachusetts
$32K
ASN
72
Advisory Services Network
Georgia
$29K +$14.8K +568 +63%
Morgan Stanley
73
Morgan Stanley
New York
$24K +$14.1K +540 +82%
TF
74
TimeScale Financial
Massachusetts
$23K +$30K +1,153 New
CWA
75
Carolina Wealth Advisors
South Carolina
$19K +$1.74K +67 +8%