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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$839K -$49.6K -1,305 -6%
CFP
152
Cascade Financial Partners
California
$835K +$836K +21,962 New
ACA
153
Affinity Capital Advisors
California
$828K -$208K -5,456 -21%
PGA
154
Portland Global Advisors
Maine
$825K -$502K -13,185 -39%
RJA
155
Raymond James & Associates
Florida
$811K -$497K -13,073 -39%
DT
156
Diversified Trust
Tennessee
$803K
PA
157
Planning Alternatives
Michigan
$784K +$3.5K +92 +0.5%
FWM
158
Fingerlakes Wealth Management
New York
$769K +$61K +1,604 +9%
ITB
159
Idaho Trust Bank
Idaho
$769K +$726K +19,095 New
AA
160
Aufman Associates
Pennsylvania
$762K +$71.5K +1,880 +11%
CGL
161
Clarius Group LLC
Washington
$751K +$76 +2 +0%
BFA
162
Bragg Financial Advisors
North Carolina
$739K +$36K +945 +5%
OCM
163
One Capital Management
California
$738K
BSB
164
Bangor Savings Bank
Maine
$729K +$310K +8,137 +82%
Empower Advisory Group
165
Empower Advisory Group
Colorado
$728K -$76 -2 -0%
ODIJL
166
One Day In July LLC
Vermont
$721K +$16.2K +427 +2%
NCM
167
Northland Capital Management
Minnesota
$721K +$38.9K +1,023 +6%
TW
168
Towerpoint Wealth
California
$715K +$40.5K +1,065 +6%
RSWM
169
Robertson Stephens Wealth Management
California
$709K -$9.51K -250 -1%
Morgan Stanley
170
Morgan Stanley
New York
$705K -$608K -15,981 -48%
CAG
171
Curtis Advisory Group
California
$698K +$184K +4,837 +39%
TRCT
172
Tower Research Capital (TRC)
New York
$684K -$55.6K -1,462 -8%
RA
173
RFG Advisory
Alabama
$667K -$39.3K -1,034 -6%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$659K -$89.2K -2,345 -13%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$646K -$28.7K -755 -4%