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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$980K +$14.4K +424 +2%
WDL
127
Well Done LLC
Michigan
$966K
WP
128
WealthSource Partners
California
$963K -$46.7K -1,381 -5%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$948K -$23.1K -681 -2%
NCM
130
Northland Capital Management
Minnesota
$937K -$44.3K -1,308 -5%
BCM
131
Brookstone Capital Management
Illinois
$907K -$9.51K -281 -1%
CWM
132
Congress Wealth Management
Massachusetts
$905K +$19K +562 +2%
DI
133
DFPG Investments
Utah
$897K -$57.5K -1,698 -7%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$897K -$4.37K -129 -0.5%
LRWA
135
Long Run Wealth Advisors
New York
$873K -$2.3K -68 -0.3%
SPIA
136
Steward Partners Investment Advisory
New York
$862K -$853K -25,206 -51%
DWT
137
Dorsey & Whitney Trust
South Dakota
$843K -$2.78K -82 -0.3%
HR
138
Hardy Reed
Mississippi
$842K
DT
139
Diversified Trust
Tennessee
$842K -$113K -3,352 -12%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$829K +$132K +3,905 +20%
AA
141
Addison Advisors
Vermont
$827K +$32.5K +961 +4%
CWM
142
Cranbrook Wealth Management
Michigan
$814K +$32.7K +965 +4%
T
143
TCWP
Ohio
$804K +$36.3K +1,071 +5%
VFA
144
Valeo Financial Advisors
Indiana
$778K +$237 +7 +0%
TDWM
145
Topel & Distasi Wealth Management
California
$767K +$15.3K +451 +2%
RZH
146
Relyea Zuckerberg Hanson
Connecticut
$752K +$106K +3,144 +17%
CB
147
Commerce Bank
Missouri
$737K -$15.7K -465 -2%
TA
148
Trellis Advisors
Washington
$714K +$3.05K +90 +0.4%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$709K -$9.21K -272 -1%
RJT
150
Raymond James Trust
Florida
$702K