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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sax Wealth Advisors
New Jersey
$370K +$70.4K +1,770 +24%
BBA
152
BLB&B Advisors
Pennsylvania
$368K +$16.7K +419 +5%
BJ
153
Brouwer & Janachowski
California
$367K +$63.4K +1,595 +21%
BAM
154
Baldrige Asset Management
Pennsylvania
$362K -$10.1K -254 -3%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$362K +$154K +3,879 +76%
IFAM
156
Institutional & Family Asset Management
Colorado
$356K +$109K +2,736 +45%
GWA
157
GGM Wealth Advisors
Maryland
$354K
AA
158
Alesco Advisors
New York
$337K +$23.9K +600 +8%
EPP
159
ETF Portfolio Partners
Kansas
$334K -$26.5K -666 -7%
AWM
160
AE Wealth Management
Kansas
$334K +$329K +8,279 New
BSB
161
Bangor Savings Bank
Maine
$333K +$18.3K +460 +6%
CIC
162
Cornercap Investment Counsel
Georgia
$332K -$46.1K -1,160 -12%
DC
163
DeDora Capital
California
$328K -$21.7K -545 -6%
KAS
164
Kestra Advisory Services
Texas
$323K +$318K +8,009 New
PAG
165
Private Advisor Group
New Jersey
$322K -$6.28K -158 -2%
SFO
166
Stokes Family Office
Louisiana
$317K
PWM
167
Perigon Wealth Management
California
$316K +$85.7K +2,156 +38%
CAN
168
Cetera Advisor Networks
California
$308K +$303K +7,625 New
PA
169
Planning Alternatives
Michigan
$298K +$293K +7,374 New
DL
170
DOHJ LLC
Washington
$292K +$288K +7,239 New
AssetMark Inc
171
AssetMark Inc
California
$283K +$25.2K +633 +10%
CFD
172
Creative Financial Designs
Indiana
$281K +$105K +2,642 +61%
PPW
173
Parcion Private Wealth
Washington
$279K
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$279K +$55.9K +1,405 +26%
RIG
175
Ramiah Investment Group
Wisconsin
$272K +$44.3K +1,115 +20%