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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$661K +$19.6K +560 +3%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$661K +$66.2K +1,896 +11%
PA
153
Planning Alternatives
Michigan
$647K – – –
CA
154
CGN Advisors
Kansas
$646K -$8.35K -239 -1%
AP
155
Adero Partners
California
$637K -$3.83M -109,770 -85%
RA
156
RFG Advisory
Alabama
$636K +$5.87K +168 +0.9%
AWM
157
Axxcess Wealth Management
California
$635K -$68.8K -1,969 -10%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$633K +$649K +18,598 New
RZH
159
Relyea Zuckerberg Hanson
Connecticut
$613K +$130K +3,718 +26%
OCM
160
One Capital Management
California
$612K +$49.2K +1,410 +9%
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$602K +$4.89K +140 +0.8%
CGL
162
Clarius Group LLC
Washington
$594K +$43.1K +1,235 +8%
PHIC
163
Pine Haven Investment Counsel
Massachusetts
$592K +$32K +915 +6%
CWP
164
Concord Wealth Partners
Virginia
$591K -$62.1K -1,779 -9%
FWM
165
Fingerlakes Wealth Management
New York
$582K +$90.3K +2,585 +18%
AAS
166
Avantax Advisory Services
Texas
$567K +$99.8K +2,857 +21%
EPP
167
ETF Portfolio Partners
Kansas
$562K +$2.55K +73 +0.4%
RRA
168
Round Rock Advisors
Connecticut
$555K – – –
MBT
169
Montecito Bank & Trust
California
$551K – – –
SFG
170
SNS Financial Group
Minnesota
$545K -$81.5K -2,333 -13%
WCFA
171
Walkner Condon Financial Advisors
Wisconsin
$537K -$9.32K -267 -2%
BDFN
172
Bond & Devick Financial Network
Minnesota
$537K +$908 +26 +0.2%
CPIG
173
Chicago Partners Investment Group
Illinois
$529K +$105K +2,993 +24%
APW
174
Austin Private Wealth
Texas
$527K -$121K -3,457 -18%
BFA
175
Bragg Financial Advisors
North Carolina
$524K +$12.7K +364 +2%