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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Diversify Advisory Services
Utah
$826K +$121K +3,128 +19%
AA
152
Aufman Associates
Pennsylvania
$821K -$12.1K -312 -2%
SFG
153
SNS Financial Group
Minnesota
$802K +$109K +2,821 +17%
LRWA
154
Long Run Wealth Advisors
New York
$801K -$22.9K -592 -3%
CB
155
Commerce Bank
Missouri
$799K -$23.6K -610 -3%
SWP
156
Stratos Wealth Partners
Ohio
$799K -$403K -10,411 -35%
P
157
&Partners
Tennessee
$780K -$124K -3,197 -14%
BHIA
158
Birch Hill Investment Advisors
Massachusetts
$767K +$256K +6,626 +56%
BRIA
159
Balanced Rock Investment Advisors
Massachusetts
$735K -$1.21M -31,362 -64%
WAM
160
WNY Asset Management
New York
$729K -$135K -3,493 -17%
FWM
161
Fingerlakes Wealth Management
New York
$721K +$3.37K +87 +0.5%
BPA
162
Beacon Pointe Advisors
California
$709K +$44.3K +1,144 +7%
NCM
163
Northland Capital Management
Minnesota
$709K +$122K +3,157 +23%
RSWM
164
Robertson Stephens Wealth Management
California
$705K -$233K -6,011 -26%
PGA
165
Portland Global Advisors
Maine
$705K +$6K +155 +0.9%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$693K +$45.7K +1,180 +8%
OWA
167
Opal Wealth Advisors
New York
$692K +$55.6K +1,437 +9%
SI
168
Seeds Investor
New York
$691K +$190K +4,897 +41%
Empower Advisory Group
169
Empower Advisory Group
Colorado
$686K -$25.7K -664 -4%
BFP
170
Brewster Financial Planning
New York
$685K +$14.7K +379 +2%
BSWM
171
Boston Standard Wealth Management
Massachusetts
$677K +$125K +3,239 +25%
BDFN
172
Bond & Devick Financial Network
Minnesota
$675K +$3.64K +94 +0.6%
AIM
173
Acropolis Investment Management
Missouri
$667K +$29.5K +763 +5%
FCG
174
Financial Connections Group
California
$638K -$819K -21,156 -58%
PAG
175
Private Advisor Group
New Jersey
$638K +$176K +4,546 +42%