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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DRP
76
Decker Retirement Planning
Utah
$2.9M +$63.8K +1,400 +2%
CAG
77
Crestwood Advisors Group
Massachusetts
$2.79M +$10.8K +236 +0.4%
WB
78
WesBanco Bank
West Virginia
$2.77M -$72.8K -1,596 -3%
HTC
79
Haverford Trust Company
Pennsylvania
$2.76M -$120K -2,643 -4%
LWP
80
Laurel Wealth Planning
Minnesota
$2.73M +$52.2K +1,144 +2%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.71M -$150K -3,294 -5%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.63M -$42.9K -940 -2%
OFG
83
Omega Financial Group
California
$2.57M -$75.8K -1,662 -3%
WI
84
WrapManager Inc
California
$2.55M -$592K -12,991 -19%
RF
85
rebel Financial
Ohio
$2.55M +$2.53M +55,450 New
BFP
86
Birchwood Financial Partners
Minnesota
$2.55M +$2.52M +55,371 New
CFG
87
Citizens Financial Group
Rhode Island
$2.54M -$2.71M -59,381 -52%
FF
88
Francis Financial
$2.48M +$48.6K +1,066 +2%
GC
89
Grimes & Company
Massachusetts
$2.36M +$135K +2,957 +6%
Morgan Stanley
90
Morgan Stanley
New York
$2.33M +$1.06M +23,195 +84%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$2.32M +$475K +10,425 +26%
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$21.4K +470 +1%
CIAS
93
Capital Investment Advisory Services
North Carolina
$2.25M -$57.9K -1,270 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$634K +13,906 +41%
BCM
95
Becker Capital Management
Oregon
$2.18M -$131K -2,865 -6%
Cerity Partners
96
Cerity Partners
New York
$2.13M +$318K +6,975 +18%
SFG
97
Sage Financial Group
Pennsylvania
$2.1M -$16.9K -370 -0.8%
Franklin Resources
98
Franklin Resources
California
$2.09M +$22.3K +489 +1%
RZH
99
Relyea Zuckerberg Hanson
Connecticut
$2.08M -$77.7K -1,704 -4%
AF
100
Allworth Financial
California
$2.08M -$17.3K -380 -0.8%