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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$886K -$76.4K -2,187 -8%
DI
127
DFPG Investments
Utah
$878K +$629K +18,018 +231%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$863K +$333K +9,529 +60%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$849K -$50.6K -1,448 -5%
CWM
130
Congress Wealth Management
Massachusetts
$847K +$94.4K +2,704 +12%
LRWA
131
Long Run Wealth Advisors
New York
$838K -$58.2K -1,667 -6%
HWA
132
Hilltop Wealth Advisors
North Carolina
$837K -$16.1K -460 -2%
LSAG
133
Lake Street Advisors Group
New Hampshire
$834K +$92.2K +2,639 +12%
TRCT
134
Tower Research Capital (TRC)
New York
$822K -$436K -12,488 -34%
DWT
135
Dorsey & Whitney Trust
South Dakota
$809K +$208K +5,967 +33%
HR
136
Hardy Reed
Mississippi
$805K +$384 +11 +0%
KAS
137
Kestra Advisory Services
Texas
$802K -$1.05M -29,958 -56%
AA
138
Addison Advisors
Vermont
$758K +$195K +5,595 +33%
CWM
139
Cranbrook Wealth Management
Michigan
$746K +$6.81K +195 +0.9%
VFA
140
Valeo Financial Advisors
Indiana
$745K +$765K +21,905 New
T
141
TCWP
Ohio
$733K -$43.1K -1,233 -5%
MOS
142
MGO One Seven
Ohio
$733K +$753K +21,564 New
BF
143
Brooklyn FI
New York
$723K +$558K +15,994 +827%
CB
144
Commerce Bank
Missouri
$721K +$13.6K +390 +2%
TDWM
145
Topel & Distasi Wealth Management
California
$718K +$187K +5,343 +34%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$701K +$42.4K +1,215 +6%
TA
147
Trellis Advisors
Washington
$681K -$4.68K -134 -0.7%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$679K -$370K -10,589 -34%
Morgan Stanley
149
Morgan Stanley
New York
$675K +$12.7K +364 +2%
RJT
150
Raymond James Trust
Florida
$672K – – –