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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$489K +$50.3K +2,182 +13%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$486K +$147K +6,365 +49%
BWM
53
Baystate Wealth Management
Massachusetts
$480K +$19.2K +835 +5%
SC
54
Savant Capital
Illinois
$473K +$124K +5,369 +40%
SBSB
55
Sullivan, Bruyette, Speros & Blaney
Virginia
$462K +$8.9K +386 +2%
PAS
56
Park Avenue Securities
New York
$445K +$409K +17,744 New
VCM
57
Vision Capital Management
Oregon
$440K -$35K -1,517 -8%
HR
58
Hardy Reed
Mississippi
$418K +$49K +2,127 +15%
PA
59
Parallel Advisors
California
$402K +$368K +15,958 +18,343%
Franklin Resources
60
Franklin Resources
California
$392K +$347K +15,032 New
CWM
61
Cranbrook Wealth Management
Michigan
$369K +$61.1K +2,651 +22%
AAM
62
Autus Asset Management
Arizona
$358K +$54.9K +2,380 +20%
EH
63
Equitable Holdings
New York
$351K +$323K +14,007 New
ASN
64
Advisory Services Network
Georgia
$350K +$287K +12,461 +849%
LA
65
LVW Advisors
New York
$348K +$320K +13,876 New
VCS
66
Vaughan & Co Securities
New Jersey
$337K +$138K +6,000 +81%
AIP
67
Ameritas Investment Partners
Nebraska
$333K +$5.99K +260 +2%
AIA
68
Ally Invest Advisors
North Carolina
$327K +$301K +13,038 New
BFA
69
Bluestem Financial Advisors
Illinois
$310K +$285K +12,360 New
PCA
70
Personal Capital Advisors
California
$309K +$14.5K +627 +5%
PA
71
Paracle Advisors
Washington
$304K +$2.65K +115 +1%
SFO
72
Stokes Family Office
Louisiana
$287K +$264K +11,450 New
BAM
73
Baldrige Asset Management
Pennsylvania
$272K +$10.5K +456 +4%
MAG
74
Mokosak Advisory Group
Iowa
$266K +$1.43K +62 +0.6%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$262K +$103K +4,451 +74%