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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$256K +$235K +10,209 New
FWCM
77
Ferguson Wellman Capital Management
Oregon
$253K +$233K +10,110 New
BFA
78
Bragg Financial Advisors
North Carolina
$248K +$228K +9,873 New
PGA
79
Portland Global Advisors
Maine
$248K +$228K +9,900 New
EPP
80
ETF Portfolio Partners
Kansas
$246K +$226K +9,824 New
MM
81
Main Management
California
$245K -$3K -130 -1%
DWT
82
Dorsey & Whitney Trust
South Dakota
$243K +$224K +9,700 New
AssetMark Inc
83
AssetMark Inc
California
$232K +$89.1K +3,866 +72%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$232K +$213K +9,250 New
TFO
85
Tarbox Family Office
California
$214K +$16.5K +715 +9%
TC
86
Trilogy Capital
California
$213K +$192K +8,310 New
HHGA
87
Halbert Hargrove Global Advisors
California
$213K +$196K +8,488 New
OPS
88
Orion Portfolio Solutions
Nebraska
$174K +$91.5K +3,967 +134%
IFAM
89
Institutional & Family Asset Management
Colorado
$173K +$18.4K +798 +13%
JFA
90
JNBA Financial Advisors
Minnesota
$126K +$23.1K +1,000 +25%
WR
91
Watson Rebecca
$125K +$115K +4,985 New
SPIA
92
Steward Partners Investment Advisory
New York
$95K +$25.9K +1,124 +42%
CAN
93
Cetera Advisor Networks
California
$92K +$84.1K +3,650 New
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$8.46K +367 +12%
RCWMU
95
Rothschild & Co Wealth Management (UK)
United Kingdom
$81K +$74.9K +3,248 New
BBA
96
Braun-Bostich & Associates
Pennsylvania
$77K -$165K -7,155 -70%
ADL
97
Asset Dedication LLC
California
$75K +$11.8K +512 +21%
IA
98
IFP Advisors
Florida
$65K -$1.48K -64 -2%
EI
99
Ellevest Inc
New York
$57K +$52.3K +2,270 New
FCA
100
FinTrust Capital Advisors
South Carolina
$53K +$1.38K +60 +3%