We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$638K -$440K -13,252 -41%
CA
152
CGN Advisors
Kansas
$633K +$27.8K +836 +5%
CWP
153
Concord Wealth Partners
Virginia
$631K +$20.5K +616 +3%
PA
154
Planning Alternatives
Michigan
$625K +$19.5K +586 +3%
APW
155
Austin Private Wealth
Texas
$623K -$64.6K -1,945 -9%
MWM
156
Modera Wealth Management
New Jersey
$621K +$357K +10,758 +132%
PCA
157
Personal Capital Advisors
California
$612K +$5.55K +167 +0.9%
SFG
158
SNS Financial Group
Minnesota
$604K +$15.9K +480 +3%
DWT
159
Dorsey & Whitney Trust
South Dakota
$587K -$1.1K -33 -0.2%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$577K +$4.42K +133 +0.8%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$577K +$97.8K +2,945 +20%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$563K +$69.5K +2,093 +15%
RP
163
Riverwater Partners
Wisconsin
$559K -$29.4K -884 -5%
AA
164
Addison Advisors
Vermont
$550K -$11.5K -345 -2%
OCM
165
One Capital Management
California
$545K -$6.41K -193 -1%
PHIC
166
Pine Haven Investment Counsel
Massachusetts
$543K +$36.5K +1,100 +7%
EPP
167
ETF Portfolio Partners
Kansas
$541K +$4.12K +124 +0.8%
RRA
168
Round Rock Advisors
Connecticut
$537K +$33 +1 +0%
CGL
169
Clarius Group LLC
Washington
$534K +$540K +16,255 New
MBT
170
Montecito Bank & Trust
California
$533K
Bank of New York Mellon
171
Bank of New York Mellon
New York
$532K +$147K +4,419 +38%
AWM
172
AE Wealth Management
Kansas
$530K -$99.4K -2,994 -16%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$528K +$4.15K +125 +0.8%
TDWM
174
Topel & Distasi Wealth Management
California
$519K +$7.47K +225 +1%
BDFN
175
Bond & Devick Financial Network
Minnesota
$518K +$43.5K +1,309 +9%