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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Grimes & Company
Massachusetts
$615K -$113K -4,291 -16%
RZH
52
Relyea Zuckerberg Hanson
Connecticut
$608K +$40.9K +1,546 +8%
SFS
53
Sowell Financial Services
Arkansas
$597K +$3.91K +148 +0.7%
BWM
54
Baystate Wealth Management
Massachusetts
$588K +$80.2K +3,032 +16%
AIA
55
Ally Invest Advisors
North Carolina
$578K +$232K +8,759 +67%
Citadel Advisors
56
Citadel Advisors
Florida
$490K -$274K -10,367 -36%
SBSB
57
Sullivan, Bruyette, Speros & Blaney
Virginia
$476K -$12.9K -489 -3%
WCWM
58
Willow Creek Wealth Management
California
$474K -$43K -1,625 -8%
AP
59
Adero Partners
California
$470K +$468K +17,710 New
VCM
60
Vision Capital Management
Oregon
$466K +$820 +31 +0.2%
HR
61
Hardy Reed
Mississippi
$466K +$23.7K +897 +5%
HGWM
62
Horst & Graben Wealth Management
Oregon
$454K +$453K +17,127 New
EH
63
Equitable Holdings
New York
$446K +$74.3K +2,812 +20%
PCA
64
Personal Capital Advisors
California
$436K +$108K +4,085 +33%
PA
65
Parallel Advisors
California
$426K
AAM
66
Autus Asset Management
Arizona
$421K +$42.2K +1,597 +11%
CWM
67
Cranbrook Wealth Management
Michigan
$412K +$21.2K +802 +5%
HTC
68
Haverford Trust Company
Pennsylvania
$411K +$409K +15,480 New
Truist Financial
69
Truist Financial
North Carolina
$401K -$153K -5,779 -28%
Franklin Resources
70
Franklin Resources
California
$393K -$5.26K -199 -1%
TIA
71
Traphagen Investment Advisors
New Jersey
$384K +$133K +5,037 New
LA
72
LVW Advisors
New York
$379K +$10.8K +409 +3%
FWCM
73
Ferguson Wellman Capital Management
Oregon
$378K +$110K +4,158 +41%
AIP
74
Ameritas Investment Partners
Nebraska
$371K +$18.9K +715 +5%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$365K +$364K +13,780 New