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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
$858K +$64.6K +1,815 +8%
BCM
127
Brookstone Capital Management
Illinois
$816K -$15.2K -427 -2%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$810K -$749K -21,039 -47%
CB
129
Commerce Bank
Missouri
$802K +$109K +3,070 +15%
RSWM
130
Robertson Stephens Wealth Management
California
$801K +$221K +6,196 +35%
WAM
131
WNY Asset Management
New York
$787K +$832K +23,382 New
LRWA
132
Long Run Wealth Advisors
New York
$786K -$43.7K -1,227 -5%
CWM
133
Cranbrook Wealth Management
Michigan
$771K – – –
TDWM
134
Topel & Distasi Wealth Management
California
$770K +$46.1K +1,295 +6%
VFA
135
Valeo Financial Advisors
Indiana
$769K +$33.1K +929 +4%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$754K +$167K +4,696 +27%
PWM
137
Perigon Wealth Management
California
$753K -$340K -9,539 -30%
AssetMark Inc
138
AssetMark Inc
California
$735K -$471K -13,237 -38%
DWT
139
Dorsey & Whitney Trust
South Dakota
$731K -$71.2K -2,000 -8%
NW
140
NewEdge Wealth
Pennsylvania
$728K +$770K +21,626 New
PHIC
141
Pine Haven Investment Counsel
Massachusetts
$689K +$32.7K +920 +5%
KAS
142
Kestra Advisory Services
Texas
$685K +$30.1K +845 +4%
TA
143
Trellis Advisors
Washington
$685K +$8.69K +244 +1%
RZH
144
Relyea Zuckerberg Hanson
Connecticut
$681K -$33K -926 -4%
DT
145
Diversified Trust
Tennessee
$678K -$126K -3,546 -15%
PA
146
Planning Alternatives
Michigan
$673K +$34.3K +964 +5%
RJT
147
Raymond James Trust
Florida
$665K – – –
CAM
148
Cresset Asset Management
Illinois
$644K +$1.03K +29 +0.2%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$637K +$244K +6,842 +57%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$629K -$570 -16 -0.1%