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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
151
Pine Haven Investment Counsel
Massachusetts
$694K +$71.4K +2,110 +12%
KAS
152
Kestra Advisory Services
Texas
$693K -$139K -4,093 -17%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$685K +$168K +4,975 +35%
CWP
154
Concord Wealth Partners
Virginia
$680K +$58.9K +1,741 +10%
CAM
155
Cresset Asset Management
Illinois
$677K +$645K +19,048 New
RA
156
RFG Advisory
Alabama
$676K +$11K +326 +2%
PA
157
Planning Alternatives
Michigan
$676K
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$667K -$62.6K -1,849 -9%
Empower Advisory Group
159
Empower Advisory Group
Colorado
$665K +$4.16K +123 +0.7%
OCM
160
One Capital Management
California
$642K +$2.88K +85 +0.5%
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$629K
FWM
162
Fingerlakes Wealth Management
New York
$625K +$16.5K +487 +3%
RSWM
163
Robertson Stephens Wealth Management
California
$623K +$593K +17,528 New
CA
164
CGN Advisors
Kansas
$621K -$51.1K -1,510 -8%
AWM
165
Axxcess Wealth Management
California
$613K -$48.1K -1,421 -8%
AAS
166
Avantax Advisory Services
Texas
$590K -$1.83K -54 -0.3%
BFA
167
Bragg Financial Advisors
North Carolina
$588K +$38.5K +1,138 +7%
APW
168
Austin Private Wealth
Texas
$587K +$34.6K +1,021 +7%
CGL
169
Clarius Group LLC
Washington
$581K -$38.6K -1,141 -7%
MBT
170
Montecito Bank & Trust
California
$576K
TCWA
171
Ten Capital Wealth Advisors
Washington
$574K +$547K +16,162 New
ODIJL
172
One Day In July LLC
Vermont
$565K +$25.1K +741 +5%
RRA
173
Round Rock Advisors
Connecticut
$565K -$14.7K -434 -3%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$563K +$2.03K +60 +0.4%
BDFN
175
Bond & Devick Financial Network
Minnesota
$563K +$1.46K +43 +0.3%