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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
126
Hardy Reed
Mississippi
$687K
BIA
127
Bell Investment Advisors
California
$686K +$750K +21,787 New
LWP
128
Laurel Wealth Planning
Minnesota
$681K +$59.9K +1,740 +9%
WDL
129
Well Done LLC
Michigan
$659K
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$653K +$144K +4,199 +25%
APW
131
Austin Private Wealth
Texas
$651K -$7.67K -223 -1%
AWM
132
Axxcess Wealth Management
California
$646K +$100K +2,916 +17%
CWM
133
Congress Wealth Management
Massachusetts
$640K -$12.9K -374 -2%
RJT
134
Raymond James Trust
Florida
$623K
CWP
135
Concord Wealth Partners
Virginia
$616K +$107K +3,095 +19%
CB
136
Commerce Bank
Missouri
$612K +$23.7K +690 +4%
AWM
137
AE Wealth Management
Kansas
$604K +$6.06K +176 +0.9%
CA
138
CGN Advisors
Kansas
$604K +$22.4K +651 +4%
OFG
139
Omega Financial Group
California
$603K +$321K +9,332 +95%
CWM
140
Cranbrook Wealth Management
Michigan
$601K +$10.2K +296 +2%
RA
141
RFG Advisory
Alabama
$592K -$491K -14,255 -46%
BPA
142
Beacon Pointe Advisors
California
$589K +$82.5K +2,397 +15%
SFG
143
Sage Financial Group
Pennsylvania
$583K -$242K -7,020 -27%
PCA
144
Personal Capital Advisors
California
$579K +$8.5K +247 +1%
DC
145
DeDora Capital
California
$578K -$58.7K -1,705 -9%
WA
146
Wealth Alliance
New York
$571K +$61.5K +1,786 +11%
Morgan Stanley
147
Morgan Stanley
New York
$568K +$431K +12,527 +228%
AA
148
Addison Advisors
Vermont
$562K -$576K -16,750 -48%
AssetMark Inc
149
AssetMark Inc
California
$561K -$422K -12,260 -41%
RP
150
Riverwater Partners
Wisconsin
$549K +$34 +1 +0%