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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
151
Long Run Wealth Advisors
New York
$767K +$27.4K +660 +3%
CB
152
Commerce Bank
Missouri
$766K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$763K -$25.3K -609 -3%
OCM
154
One Capital Management
California
$729K -$6.07K -146 -0.8%
BWP
155
BSW Wealth Partners
Colorado
$719K +$106K +2,544 +16%
SWA
156
Sax Wealth Advisors
New Jersey
$670K -$3.41K -82 -0.5%
FWM
157
Fingerlakes Wealth Management
New York
$667K -$11.6K -280 -2%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$663K +$6.19K +149 +0.9%
PGA
159
Portland Global Advisors
Maine
$649K -$158K -3,795 -18%
SFG
160
SNS Financial Group
Minnesota
$637K -$43.2K -1,040 -6%
WDL
161
Well Done LLC
Michigan
$631K
BDFN
162
Bond & Devick Financial Network
Minnesota
$624K +$30.9K +743 +5%
BFP
163
Brewster Financial Planning
New York
$622K
VFA
164
Valeo Financial Advisors
Indiana
$621K +$43K +1,034 +7%
BPA
165
Beacon Pointe Advisors
California
$615K -$18.2K -438 -3%
DAS
166
Diversify Advisory Services
Utah
$606K +$163K +3,915 +32%
FPAS
167
Focus Partners Advisor Solutions
Missouri
$599K +$648K +15,594 New
AIM
168
Acropolis Investment Management
Missouri
$591K -$2.29K -55 -0.4%
OWA
169
Opal Wealth Advisors
New York
$588K -$201K -4,838 -24%
TRCT
170
Tower Research Capital (TRC)
New York
$565K -$176K -4,227 -22%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$543K -$73.2K -1,760 -11%
WCFA
172
Walkner Condon Financial Advisors
Wisconsin
$541K -$40.2K -968 -6%
RRA
173
Round Rock Advisors
Connecticut
$540K -$23.5K -566 -4%
NCM
174
Northland Capital Management
Minnesota
$538K -$30K -722 -5%
AIP
175
Ameritas Investment Partners
Nebraska
$533K +$6.44K +155 +1%