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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
101
Wescott Financial Advisory Group
Pennsylvania
$1.16M +$61.4K +1,758 +5%
CAG
102
Curtis Advisory Group
California
$1.14M +$655K +18,758 +127%
PGA
103
Portland Global Advisors
Maine
$1.14M +$15K +430 +1%
SWP
104
Stratos Wealth Partners
Ohio
$1.14M -$4.19M -119,905 -78%
HGWM
105
Horst & Graben Wealth Management
Oregon
$1.13M -$185K -5,305 -14%
SFG
106
Sage Financial Group
Pennsylvania
$1.12M +$435K +12,456 +60%
CAM
107
Crestone Asset Management
Colorado
$1.12M +$96.5K +2,764 +9%
Cerity Partners
108
Cerity Partners
New York
$1.09M +$141K +4,027 +14%
PA
109
Parallel Advisors
California
$1.09M +$946K +27,087 +542%
QC
110
Quent Capital
New York
$1.02M -$232K -6,645 -18%
WT
111
Whittier Trust
California
$1.01M
GW
112
GW & Wade
Massachusetts
$986K -$42.3K -1,210 -4%
WP
113
WealthSource Partners
California
$968K -$191K -5,458 -16%
AssetMark Inc
114
AssetMark Inc
California
$965K -$70.6K -2,023 -7%
RJA
115
Raymond James & Associates
Florida
$963K -$321K -9,195 -24%
BIA
116
Bell Investment Advisors
California
$941K +$170K +4,878 +21%
EWA
117
EP Wealth Advisors
California
$941K -$3.97M -113,610 -92%
NCM
118
Northland Capital Management
Minnesota
$941K +$70K +2,006 +8%
BPA
119
Beacon Pointe Advisors
California
$940K +$563K +16,131 +140%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$931K +$41K +1,173 +4%
WDL
121
Well Done LLC
Michigan
$925K
SHJ
122
Sharkey, Howes & Javer
Colorado
$924K -$182K -5,220 -16%
DT
123
Diversified Trust
Tennessee
$919K +$37.4K +1,070 +4%
Prudential Financial
124
Prudential Financial
New Jersey
$914K -$309K -8,847 -24%
BCM
125
Brookstone Capital Management
Illinois
$886K -$76.4K -2,187 -8%