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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CGN Advisors
Kansas
$672K +$59.8K +1,503 +10%
AFAS
102
Acorn Financial Advisory Services
Virginia
$643K +$634K +15,931 New
CL
103
CPWM LLC
Washington
$640K +$163K +4,094 +35%
MBT
104
Montecito Bank & Trust
California
$634K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$633K -$5.65K -142 -0.9%
APA
106
American Portfolios Advisors
New York
$608K +$62.6K +1,573 +12%
WFAG
107
Wescott Financial Advisory Group
Pennsylvania
$598K +$143K +3,585 +31%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$597K +$70.8K +1,780 +14%
SPIA
109
Steward Partners Investment Advisory
New York
$590K +$314K +7,889 +117%
SFG
110
Sage Financial Group
Pennsylvania
$585K -$18K -453 -3%
WCWM
111
Willow Creek Wealth Management
California
$585K -$14.6K -366 -2%
BSWM
112
Boston Standard Wealth Management
Massachusetts
$555K +$109K +2,738 +25%
SCA
113
Snowden Capital Advisors
New York
$547K +$539K +13,561 New
HWA
114
Hilltop Wealth Advisors
North Carolina
$534K +$155K +3,898 +42%
SFG
115
SNS Financial Group
Minnesota
$530K +$6.84K +172 +1%
RA
116
RFG Advisory
Alabama
$523K +$18.6K +468 +4%
CCG
117
Capital CS Group
California
$515K +$507K +12,757 New
VCS
118
Vaughan & Co Securities
New Jersey
$506K -$35K -881 -7%
APW
119
Austin Private Wealth
Texas
$505K +$130K +3,277 +35%
ECM
120
Evergreen Capital Management
Washington
$488K +$133K +3,339 +38%
PA
121
Parallel Advisors
California
$483K +$60.5K +1,521 +15%
CCM
122
Coldstream Capital Management
Washington
$483K +$477K +11,985 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$475K – – –
PCA
124
Personal Capital Advisors
California
$470K -$83.7K -2,104 -15%
CB
125
Commerce Bank
Missouri
$470K +$7.95K +200 +2%