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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bluestem Financial Advisors
Illinois
$1.48M +$25.7K +683 +2%
WT
52
Whittier Trust
California
$1.46M +$45.7K +1,213 +3%
SA
53
Stewardship Advisors
Pennsylvania
$1.41M +$30K +795 +2%
WP
54
WealthSource Partners
California
$1.27M +$934K +24,776 +307%
SFS
55
Sowell Financial Services
Arkansas
$1.26M +$364K +9,665 +44%
SC
56
Savant Capital
Illinois
$1.25M +$44.9K +1,191 +4%
RCS
57
Retirement Capital Strategies
California
$1.23M +$1.2M +31,793 New
LGWM
58
Litman Gregory Wealth Management
California
$1.21M +$25.6K +680 +2%
ST
59
Spinnaker Trust
Maine
$1.12M +$847K +22,491 +338%
ASN
60
Advisory Services Network
Georgia
$1.09M -$76.6K -2,032 -7%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.08M +$1.06M +28,074 New
JMPWA
62
JP Morgan Private Wealth Advisors
California
$1.07M +$252K +6,689 +32%
BWM
63
Baystate Wealth Management
Massachusetts
$1M +$72K +1,911 +8%
HGWM
64
Horst & Graben Wealth Management
Oregon
$1M +$980K +25,999 New
GC
65
Grimes & Company
Massachusetts
$959K +$63.2K +1,676 +7%
HPWM
66
Highland Private Wealth Management
Washington
$929K +$84.7K +2,247 +10%
JFA
67
JNBA Financial Advisors
Minnesota
$911K +$209K +5,545 +31%
SBSB
68
Sullivan, Bruyette, Speros & Blaney
Virginia
$903K +$21.8K +578 +3%
TC
69
Trilogy Capital
California
$900K +$270K +7,163 +44%
OWA
70
One Wealth Advisors
California
$888K +$868K +23,031 New
AAM
71
Autus Asset Management
Arizona
$876K +$194K +5,150 +29%
PSUF
72
People's United Financial
Connecticut
$875K +$855K +22,703 New
COCM
73
Charter Oak Capital Management
New Hampshire
$860K -$48.8K -1,294 -5%
Franklin Resources
74
Franklin Resources
California
$845K +$293K +7,779 +55%
Truist Financial
75
Truist Financial
North Carolina
$818K +$213K +5,645 +36%