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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
151
Empower Advisory Group
Colorado
$629K -$570 -16 -0.1%
GC
152
Grimes & Company
Massachusetts
$624K -$532K -14,938 -45%
OCM
153
One Capital Management
California
$613K +$5.52K +155 +0.9%
Morgan Stanley
154
Morgan Stanley
New York
$611K +$128K +3,592 +25%
AAS
155
Avantax Advisory Services
Texas
$608K +$52K +1,460 +9%
FWM
156
Fingerlakes Wealth Management
New York
$605K +$14.1K +395 +2%
RA
157
RFG Advisory
Alabama
$605K -$37.7K -1,058 -6%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$604K -$29.8K -838 -4%
T
159
TCWP
Ohio
$601K -$170K -4,772 -21%
AWM
160
Axxcess Wealth Management
California
$596K +$15.7K +441 +3%
AGWCA
161
Annis Gardner Whiting Capital Advisors
Florida
$594K +$626K +17,575 New
NCM
162
Northland Capital Management
Minnesota
$591K -$314K -8,809 -33%
TW
163
Towerpoint Wealth
California
$585K +$169K +4,740 +37%
AA
164
Aufman Associates
Pennsylvania
$582K +$55.9K +1,570 +10%
CWP
165
Concord Wealth Partners
Virginia
$576K -$72.2K -2,028 -11%
ODIJL
166
One Day In July LLC
Vermont
$567K +$33.9K +951 +6%
MGIA
167
Moneta Group Investment Advisors
Missouri
$562K +$162K +4,548 +37%
RRA
168
Round Rock Advisors
Connecticut
$557K +$22.9K +644 +4%
SPIA
169
Steward Partners Investment Advisory
New York
$556K -$276K -7,744 -32%
MBT
170
Montecito Bank & Trust
California
$546K
BFA
171
Bragg Financial Advisors
North Carolina
$543K -$15.1K -425 -3%
BDFN
172
Bond & Devick Financial Network
Minnesota
$534K +$1.42K +40 +0.3%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$529K -$4.63K -130 -0.8%
HGWM
174
Horst & Graben Wealth Management
Oregon
$525K -$615K -17,275 -53%
SW
175
SVB Wealth
Massachusetts
$522K +$29K +816 +6%