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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.03M +$310K +9,019 +38%
BF
102
Brooklyn FI
New York
$1.03M -$1.07M -31,043 -97%
ADL
103
Asset Dedication LLC
California
$1.02M +$555K +16,123 +99%
PWM
104
Perigon Wealth Management
California
$991K -$178K -5,176 -14%
Franklin Resources
105
Franklin Resources
California
$982K +$149K +4,331 +16%
WT
106
Whittier Trust
California
$964K -$103K -2,992 -9%
WFAG
107
Wescott Financial Advisory Group
Pennsylvania
$959K +$97K +2,818 +10%
WCWM
108
Willow Creek Wealth Management
California
$959K +$311K +9,039 +42%
SWG
109
Summit Wealth Group
Vermont
$944K +$40.2K +1,168 +4%
BCI
110
Brinker Capital Investments
Pennsylvania
$933K -$325K -9,449 -24%
CAM
111
Crestone Asset Management
Colorado
$903K +$364K +10,589 +59%
FA
112
Financial Advisors
Massachusetts
$894K -$363K -10,552 -27%
RCG
113
Regatta Capital Group
California
$874K +$108K +3,135 +13%
AAM
114
Autus Asset Management
Arizona
$865K -$3.54K -103 -0.4%
APA
115
American Portfolios Advisors
New York
$850K +$4.47K +130 +0.5%
HWA
116
Hilltop Wealth Advisors
North Carolina
$844K +$33K +960 +4%
DT
117
Diversified Trust
Tennessee
$818K -$656K -19,065 -42%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$802K +$64.2K +1,865 +8%
HTC
119
Haverford Trust Company
Pennsylvania
$777K +$18.4K +534 +2%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$771K +$12.8K +373 +2%
T
121
TCWP
Ohio
$769K -$24.5K -712 -3%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$760K -$132K -3,850 -14%
LRWA
123
Long Run Wealth Advisors
New York
$730K +$71.5K +2,079 +10%
Financial Engines Advisors
124
Financial Engines Advisors
California
$688K +$62.3K +1,809 +9%
PGA
125
Portland Global Advisors
Maine
$688K +$298K +8,655 +66%