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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$1.42M -$334K -9,794 -21%
MGIA
102
Moneta Group Investment Advisors
Missouri
$1.38M +$673K +19,719 +118%
WFAG
103
Wescott Financial Advisory Group
Pennsylvania
$1.38M +$31.7K +930 +3%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.36M +$117K +3,436 +10%
RZH
105
Relyea Zuckerberg Hanson
Connecticut
$1.3M +$475K +13,929 +69%
PGA
106
Portland Global Advisors
Maine
$1.28M – – –
RJA
107
Raymond James & Associates
Florida
$1.26M -$166K -4,865 -13%
LSAG
108
Lake Street Advisors Group
New Hampshire
$1.22M +$7.1K +208 +0.7%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.2M -$1.29M -37,780 -55%
CWM
110
Congress Wealth Management
Massachusetts
$1.19M +$77K +2,256 +8%
WT
111
Whittier Trust
California
$1.19M -$128K -3,750 -11%
SWG
112
Summit Wealth Group
Vermont
$1.18M +$3.11K +91 +0.3%
BIA
113
Bell Investment Advisors
California
$1.16M -$1.54K -45 -0.1%
BWM
114
Baystate Wealth Management
Massachusetts
$1.13M +$35.7K +1,047 +4%
GW
115
GW & Wade
Massachusetts
$1.11M +$7.82K +229 +0.8%
AA
116
Addison Advisors
Vermont
$1.09M +$105K +3,085 +12%
AF
117
Allworth Financial
California
$1.08M -$784K -22,977 -45%
B
118
Birchbrook
Maine
$1.07M +$964K +28,256 New
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$63.4K +1,856 +7%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.07M +$86.6K +2,538 +10%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.06M -$2.21M -64,839 -70%
CFGA
122
Cambridge Financial Group (Arizona)
Arizona
$1.05M +$939K +27,515 New
AWM
123
Axxcess Wealth Management
California
$1.04M +$327K +9,573 +54%
MMA
124
Miracle Mile Advisors
California
$1.03M +$929K +27,221 New
WDL
125
Well Done LLC
Michigan
$1.03M – – –