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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$52K +$48K +2,081 New
SWM
102
Sugarloaf Wealth Management
Georgia
$42K
SIAS
103
Shine Investment Advisory Services
Colorado
$32K -$45.8K -1,985 -61%
GC
104
Grace Capital
Massachusetts
$30K -$9.29K -403 -25%
Morgan Stanley
105
Morgan Stanley
New York
$30K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$25K +$22.8K +988 New
HPC
107
HM Payson & Co
Maine
$25K +$23.1K +1,000 New
CWA
108
Carolina Wealth Advisors
South Carolina
$23K
TF
109
TimeScale Financial
Massachusetts
$20K -$7.98K -346 -30%
AF
110
Advisornet Financial
Minnesota
$17K +$1.75K +76 +13%
PCG
111
Private Capital Group
Connecticut
$15K
FCM
112
Firestone Capital Management
Florida
$15K +$13.7K +596 New
LFG
113
LifePlan Financial Group
Ohio
$13K
RWG
114
Regal Wealth Group
California
$11K
IWP
115
IAG Wealth Partners
Wisconsin
$10K +$8.28K +359 New
CAL
116
Capital Analysts LLC
Pennsylvania
$8K +$23 +1 +0.3%
EIP
117
Ellis Investment Partners
Pennsylvania
$8K +$23 +1 +0.3%
LFG
118
Larson Financial Group
Missouri
$7K +$6.78K +294 New
PIMG
119
Patriot Investment Management Group
Tennessee
$4.89K +$4.5K +195 New
CFG
120
Citizens Financial Group
Rhode Island
$3K +$3.2K +139 New
TI
121
tru Independence
Oregon
$42 +$39.5K +1,715 New
MMA
122
Miracle Mile Advisors
California
-$589K -29,506 Closed
SFG
123
Sage Financial Group
Pennsylvania
-$274K -13,723 Closed
WCM
124
Wealthcare Capital Management
Virginia
-$44K -2,218 Closed
AC
125
AlphaCore Capital
California
-$9K -456 Closed