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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
151
SNS Financial Group
Minnesota
$536K +$13.6K +394 +2%
AFAS
152
Acorn Financial Advisory Services
Virginia
$535K -$13.1K -380 -2%
CAN
153
Cetera Advisor Networks
California
$532K +$94.1K +2,735 +19%
GW
154
GW & Wade
Massachusetts
$523K +$447 +13 +0.1%
FHA
155
First Horizon Advisors
Tennessee
$516K +$565K +16,408 New
RRA
156
Round Rock Advisors
Connecticut
$515K +$34.4K +1,000 +7%
OCM
157
One Capital Management
California
$512K +$11.6K +336 +2%
MBT
158
Montecito Bank & Trust
California
$511K +$34.4K +1,000 +7%
EPP
159
ETF Portfolio Partners
Kansas
$506K +$1.93K +56 +0.3%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$498K +$13.6K +396 +3%
DWT
161
Dorsey & Whitney Trust
South Dakota
$496K +$18.7K +544 +4%
GWM
162
Grand Wealth Management
Michigan
$493K +$105K +3,063 +24%
BSWM
163
Boston Standard Wealth Management
Massachusetts
$489K +$21K +610 +4%
PA
164
Parallel Advisors
California
$474K +$860 +25 +0.2%
PHIC
165
Pine Haven Investment Counsel
Massachusetts
$474K +$33.6K +975 +7%
DL
166
DOHJ LLC
Washington
$471K +$23K +667 +5%
AIP
167
Ameritas Investment Partners
Nebraska
$457K -$7.81K -227 -2%
GIA
168
Goodwin Investment Advisory
Georgia
$454K +$4.3K +125 +0.9%
BDFN
169
Bond & Devick Financial Network
Minnesota
$454K +$1.41K +41 +0.3%
JFA
170
JNBA Financial Advisors
Minnesota
$448K -$97.9K -2,844 -17%
SCA
171
Snowden Capital Advisors
New York
$448K -$37.8K -1,098 -7%
PFA
172
Pathway Financial Advisors
Vermont
$448K +$17.9K +520 +4%
RZH
173
Relyea Zuckerberg Hanson
Connecticut
$447K -$632K -18,354 -56%
MM
174
Main Management
California
$447K
SB
175
Strategic Blueprint
Georgia
$446K -$28.7K -834 -6%