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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
101
Summit Wealth Group
Vermont
$1.01M +$380K +9,377 +60%
QC
102
Quent Capital
New York
$1M +$1.01M +24,904 New
WA
103
Wealth Architects
California
$998K +$1M +24,764 New
KAS
104
Kestra Advisory Services
Texas
$990K +$111K +2,732 +13%
Franklin Resources
105
Franklin Resources
California
$974K +$70.2K +1,734 +8%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$972K +$350K +8,643 +56%
APA
107
American Portfolios Advisors
New York
$969K +$256K +6,334 +36%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$961K +$571K +14,114 +145%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$952K +$200K +4,939 +26%
Morgan Stanley
110
Morgan Stanley
New York
$952K +$849K +20,958 +787%
CCG
111
Capital CS Group
California
$951K +$529K +13,061 +124%
T
112
TCWP
Ohio
$948K +$952K +23,515 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$936K +$288K +7,104 +44%
SPIA
114
Steward Partners Investment Advisory
New York
$933K +$16K +395 +2%
AWM
115
AE Wealth Management
Kansas
$932K +$400K +9,885 +75%
SWM
116
SigFig Wealth Management
California
$921K +$254K +6,274 +37%
HTC
117
Haverford Trust Company
Pennsylvania
$911K
HR
118
Hardy Reed
Mississippi
$879K +$33K +816 +4%
WA
119
Wealth Alliance
New York
$866K +$70.3K +1,737 +9%
SFS
120
Sowell Financial Services
Arkansas
$864K +$151K +3,736 +21%
JFA
121
JNBA Financial Advisors
Minnesota
$850K -$18.5K -457 -2%
APW
122
Austin Private Wealth
Texas
$834K +$144K +3,563 +21%
LNC
123
Lincoln National Corp
Pennsylvania
$821K +$80.1K +1,979 +11%
WCWM
124
Willow Creek Wealth Management
California
$814K +$231K +5,702 +39%
CWM
125
Congress Wealth Management
Massachusetts
$814K +$817K +20,181 New