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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
126
Bond & Devick Financial Network
Minnesota
$460K
LA
127
LVW Advisors
New York
$460K +$16.5K +415 +4%
SWG
128
Summit Wealth Group
Vermont
$459K +$337K +8,469 +292%
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$442K +$676 +17 +0.2%
RIA
130
Regal Investment Advisors
Michigan
$438K +$431K +10,850 New
DAS
131
Dynamic Advisor Solutions
Arizona
$437K +$76.7K +1,929 +22%
VHAM
132
Van Hulzen Asset Management
California
$435K +$428K +10,770 New
DWT
133
Dorsey & Whitney Trust
South Dakota
$432K
CFG
134
Citizens Financial Group
Rhode Island
$428K +$26K +655 +7%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$428K +$85.1K +2,139 +25%
GW
136
GW & Wade
Massachusetts
$424K +$193K +4,855 +86%
TFO
137
Tarbox Family Office
California
$416K
PCMC
138
Private Capital Management (Colorado)
Colorado
$409K +$134K +3,361 +50%
SWM
139
SigFig Wealth Management
California
$409K +$403K +10,140 New
BFA
140
Bragg Financial Advisors
North Carolina
$403K +$9.94K +250 +3%
PGA
141
Portland Global Advisors
Maine
$400K
EWA
142
ERTS Wealth Advisors
Michigan
$395K -$11.6K -291 -3%
MM
143
Main Management
California
$395K
Citadel Advisors
144
Citadel Advisors
Florida
$394K -$294K -7,403 -43%
MCM
145
Maryland Capital Management
Maryland
$384K
Baird Financial Group
146
Baird Financial Group
Wisconsin
$384K +$92.9K +2,337 +33%
ODIJL
147
One Day In July LLC
Vermont
$379K -$11.8K -296 -3%
SB
148
Strategic Blueprint
Georgia
$377K +$371K +9,337 New
AWA
149
Aaron Wealth Advisors
Illinois
$376K
MAG
150
Mokosak Advisory Group
Iowa
$371K -$17.8K -447 -5%