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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$3.78M +$202K +5,928 +6%
RCG
52
Regatta Capital Group
California
$3.73M -$113K -3,315 -3%
MG
53
Mather Group
Illinois
$3.69M +$973K +28,497 +41%
WCWM
54
Willow Creek Wealth Management
California
$3.65M +$1.55M +45,333 +90%
IWA
55
Invera Wealth Advisors
Oregon
$3.39M +$3.04M +89,186 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.34M +$2.63M +76,924 +702%
Osaic Holdings
57
Osaic Holdings
Arizona
$3.2M -$4.58M -134,228 -61%
BFA
58
Bluestem Financial Advisors
Illinois
$3.2M -$28.7K -840 -1%
MAWA
59
Moss Adams Wealth Advisors
Washington
$3.17M +$74.8K +2,192 +3%
RFWA
60
RPg Family Wealth Advisory
Massachusetts
$3.05M +$170K +4,989 +7%
HIF
61
Hill Island Financial
Michigan
$3.03M -$61.7K -1,808 -2%
GI
62
Gradient Investments
Minnesota
$2.98M -$40.7K -1,192 -1%
Corient Private Wealth
63
Corient Private Wealth
Florida
$2.75M -$14.5K -425 -0.6%
IWM
64
Integris Wealth Management
California
$2.74M +$64.4K +1,886 +3%
FA
65
Financial Advisors
Massachusetts
$2.68M +$41.2K +1,207 +2%
DL
66
DOHJ LLC
Washington
$2.65M +$2.38M +69,742 New
CAG
67
Crestwood Advisors Group
Massachusetts
$2.57M -$49.9K -1,463 -2%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$2.45M – – –
QC
69
Quent Capital
New York
$2.43M +$879K +25,739 +68%
GC
70
Garde Capital
Washington
$2.42M -$846K -24,795 -28%
ADL
71
Asset Dedication LLC
California
$2.37M -$595K -17,439 -22%
CIAS
72
Capital Investment Advisory Services
North Carolina
$2.3M -$1.02K -30 -0%
HI
73
Harbour Investments
Wisconsin
$2.28M -$7.95K -233 -0.4%
COCM
74
Charter Oak Capital Management
New Hampshire
$2.25M +$73.2K +2,145 +4%
JP Morgan Chase
75
JP Morgan Chase
New York
$2.24M -$2.65M -77,637 -57%