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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$859K +$77.5K +2,178 +9%
HR
127
Hardy Reed
Mississippi
$858K +$64.6K +1,815 +8%
BCM
128
Brookstone Capital Management
Illinois
$816K -$15.2K -427 -2%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$810K -$749K -21,039 -47%
CB
130
Commerce Bank
Missouri
$802K +$109K +3,070 +15%
RSWM
131
Robertson Stephens Wealth Management
California
$801K +$221K +6,196 +35%
WAM
132
WNY Asset Management
New York
$787K +$832K +23,382 New
LRWA
133
Long Run Wealth Advisors
New York
$786K -$43.7K -1,227 -5%
CWM
134
Cranbrook Wealth Management
Michigan
$771K
TDWM
135
Topel & Distasi Wealth Management
California
$770K +$46.1K +1,295 +6%
VFA
136
Valeo Financial Advisors
Indiana
$769K +$33.1K +929 +4%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$754K +$167K +4,696 +27%
PWM
138
Perigon Wealth Management
California
$753K -$340K -9,539 -30%
AssetMark Inc
139
AssetMark Inc
California
$735K -$471K -13,237 -38%
DWT
140
Dorsey & Whitney Trust
South Dakota
$731K -$71.2K -2,000 -8%
NW
141
NewEdge Wealth
Pennsylvania
$728K +$770K +21,626 New
PHIC
142
Pine Haven Investment Counsel
Massachusetts
$689K +$32.7K +920 +5%
KAS
143
Kestra Advisory Services
Texas
$685K +$30.1K +845 +4%
TA
144
Trellis Advisors
Washington
$685K +$8.69K +244 +1%
RZH
145
Relyea Zuckerberg Hanson
Connecticut
$681K -$33K -926 -4%
DT
146
Diversified Trust
Tennessee
$678K -$126K -3,546 -15%
PA
147
Planning Alternatives
Michigan
$673K +$34.3K +964 +5%
RJT
148
Raymond James Trust
Florida
$665K
CAM
149
Cresset Asset Management
Illinois
$644K +$1.03K +29 +0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$637K +$244K +6,842 +57%