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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
151
Baird Financial Group
Wisconsin
$845K -$70.1K -1,744 -8%
CB
152
Commerce Bank
Missouri
$834K -$10.1K -250 -1%
CGL
153
Clarius Group LLC
Washington
$804K +$21.2K +528 +3%
FWM
154
Fingerlakes Wealth Management
New York
$796K +$2.81K +70 +0.4%
BFA
155
Bragg Financial Advisors
North Carolina
$795K +$6.31K +157 +0.8%
AA
156
Aufman Associates
Pennsylvania
$779K -$281 -7 -0%
OCM
157
One Capital Management
California
$778K -$161 -4 -0%
ACA
158
Affinity Capital Advisors
California
$764K -$61.5K -1,531 -8%
Empower Advisory Group
159
Empower Advisory Group
Colorado
$763K +$7.28K +181 +1%
SWA
160
Sax Wealth Advisors
New Jersey
$726K +$11.8K +293 +2%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$688K -$21.9K -544 -3%
NCM
162
Northland Capital Management
Minnesota
$682K -$5.31K -132 -0.8%
RIG
163
Ramiah Investment Group
Wisconsin
$675K -$4.34K -108 -0.7%
VFA
164
Valeo Financial Advisors
Indiana
$674K -$234K -5,821 -27%
SFG
165
SNS Financial Group
Minnesota
$666K -$18.4K -457 -3%
BWP
166
BSW Wealth Partners
Colorado
$662K +$71K +1,765 +13%
RJA
167
Raymond James & Associates
Florida
$652K -$57.2K -1,422 -8%
BDFN
168
Bond & Devick Financial Network
Minnesota
$648K +$1.41K +35 +0.2%
AT
169
American Trust
Kentucky
$639K +$88.3K +2,196 +17%
WCFA
170
Walkner Condon Financial Advisors
Wisconsin
$630K -$20.3K -506 -3%
WDL
171
Well Done LLC
Michigan
$627K – – –
RA
172
RFG Advisory
Alabama
$627K -$71.8K -1,787 -11%
AIM
173
Acropolis Investment Management
Missouri
$625K +$20.1K +500 +3%
RRA
174
Round Rock Advisors
Connecticut
$615K -$3.5K -87 -0.6%
Jane Street
175
Jane Street
New York
$615K +$591K +14,697 New