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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
176
NewEdge Advisors
Louisiana
$926K +$97.2K +1,868 +13%
GDP
177
Great Diamond Partners
Maine
$925K +$171K +3,294 +25%
BFP
178
Brewster Financial Planning
New York
$918K -$6.66K -128 -0.8%
NCM
179
Northland Capital Management
Minnesota
$916K -$53.2K -1,022 -6%
WDL
180
Well Done LLC
Michigan
$910K
SWA
181
Sax Wealth Advisors
New Jersey
$891K +$175K +3,362 +22%
BRIA
182
Balanced Rock Investment Advisors
Massachusetts
$891K -$180K -3,457 -18%
AT
183
American Trust
Kentucky
$885K +$76.8K +1,476 +10%
Empower Advisory Group
184
Empower Advisory Group
Colorado
$883K +$4.42K +85 +0.5%
BHIA
185
Birch Hill Investment Advisors
Massachusetts
$879K +$83.2K +1,600 +11%
PGA
186
Portland Global Advisors
Maine
$866K -$71.5K -1,375 -8%
MWM
187
Modern Wealth Management
Kansas
$859K +$63.8K +1,226 +9%
PCMC
188
Paragon Capital Management (Colorado)
Colorado
$848K +$53.6K +1,030 +7%
DWM
189
Diversify Wealth Management
Utah
$847K -$61.8K -1,188 -7%
DAS
190
Diversify Advisory Services
Utah
$847K +$817K +15,703 New
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$844K -$31.5K -606 -4%
OWA
192
Opal Wealth Advisors
New York
$843K -$8.01K -154 -1%
DF
193
Dunhill Financial
United Kingdom
$831K +$103K +1,986 +15%
PMFA
194
Plante Moran Financial Advisors
Michigan
$820K
FPAS
195
Focus Partners Advisor Solutions
Missouri
$813K +$157K +3,020 +26%
PP
196
PDS Planning
Ohio
$807K -$936 -18 -0.1%
SFP
197
Shepherd Financial Partners
Massachusetts
$805K +$208 +4 +0%
KFAA
198
Klaas Financial Asset Advisors
Illinois
$803K -$1.2K -23 -0.2%
Brown Advisory
199
Brown Advisory
Maryland
$797K +$23.5K +452 +3%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$786K +$731K +14,051 New