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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$2.85M -$49.5K -1,021 -2%
Morgan Stanley
77
Morgan Stanley
New York
$2.85M +$481K +9,910 +20%
VCM
78
Vision Capital Management
Oregon
$2.84M -$566K -11,672 -16%
HTC
79
Haverford Trust Company
Pennsylvania
$2.8M -$21.2K -438 -0.7%
WB
80
WesBanco Bank
West Virginia
$2.76M -$68.6K -1,414 -2%
LWP
81
Laurel Wealth Planning
Minnesota
$2.74M -$51.9K -1,069 -2%
CFG
82
Citizens Financial Group
Rhode Island
$2.57M -$30.1K -620 -1%
RF
83
rebel Financial
Ohio
$2.52M -$93.9K -1,935 -3%
FF
84
Francis Financial
$2.49M -$46.7K -963 -2%
COCM
85
Charter Oak Capital Management
New Hampshire
$2.49M -$205K -4,218 -7%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$2.45M +$78.9K +1,627 +3%
Osaic Holdings
87
Osaic Holdings
Arizona
$2.44M -$337K -6,949 -12%
OFG
88
Omega Financial Group
California
$2.38M -$255K -5,257 -9%
BCM
89
Becker Capital Management
Oregon
$2.38M +$149K +3,075 +6%
WFAG
90
Wescott Financial Advisory Group
Pennsylvania
$2.3M -$17.8K -367 -0.7%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$26.5K +547 +1%
GC
92
Grimes & Company
Massachusetts
$2.22M -$203K -4,178 -8%
Cerity Partners
93
Cerity Partners
New York
$2.2M +$57.8K +1,192 +3%
Franklin Resources
94
Franklin Resources
California
$2.18M +$42.8K +883 +2%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$2.13M +$2.77K +57 +0.1%
AF
96
Allworth Financial
California
$2.12M -$3.54K -73 -0.2%
SFG
97
Sage Financial Group
Pennsylvania
$2.12M -$28.2K -581 -1%
MFPI
98
Midwest Financial Partners Investments
Minnesota
$2.06M +$9.99K +206 +0.5%
PP
99
Pearl Planning
Michigan
$2.04M +$65.4K +1,348 +3%
ADL
100
Asset Dedication LLC
California
$2.02M -$57.5K -1,186 -3%