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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 – – –
TI
103
tru Independence
Oregon
$42K +$39.5K +1,715 New
SIAS
104
Shine Investment Advisory Services
Colorado
$32K -$45.8K -1,985 -61%
GC
105
Grace Capital
Massachusetts
$30K -$9.29K -403 -25%
Morgan Stanley
106
Morgan Stanley
New York
$30K – – –
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$25K +$22.8K +988 New
HPC
108
HM Payson & Co
Maine
$25K +$23.1K +1,000 New
CWA
109
Carolina Wealth Advisors
South Carolina
$23K – – –
TF
110
TimeScale Financial
Massachusetts
$20K -$7.98K -346 -30%
AF
111
Advisornet Financial
Minnesota
$17K +$1.75K +76 +13%
PCG
112
Private Capital Group
Connecticut
$15K – – –
FCM
113
Firestone Capital Management
Florida
$15K +$13.7K +596 New
LFG
114
LifePlan Financial Group
Ohio
$13K – – –
RWG
115
Regal Wealth Group
California
$11K – – –
IWP
116
IAG Wealth Partners
Wisconsin
$10K +$8.28K +359 New
CAL
117
Capital Analysts LLC
Pennsylvania
$8K +$23 +1 +0.3%
EIP
118
Ellis Investment Partners
Pennsylvania
$8K +$23 +1 +0.3%
LFG
119
Larson Financial Group
Missouri
$7K +$6.78K +294 New
PIMG
120
Patriot Investment Management Group
Tennessee
$4.89K +$4.5K +195 New
CFG
121
Citizens Financial Group
Rhode Island
$3K +$3.2K +139 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