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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$117K +$188 +5 +0.2%
HWMA
177
Heritage Wealth Management (Arizona)
Arizona
$113K +$111K +2,941 New
SWG
178
Summit Wealth Group
Vermont
$112K +$109K +2,900 New
BCPWM
179
Bradley & Co Private Wealth Management
Florida
$108K +$106K +2,801 New
AWA
180
Arkadios Wealth Advisors
Georgia
$105K +$96.8K +2,570 +1,512%
AIM
181
Acropolis Investment Management
Missouri
$105K +$102K +2,720 New
FI
182
FormulaFolio Investments
Michigan
$104K -$440K -11,682 -82%
IA
183
IFP Advisors
Florida
$97K -$11.7K -311 -11%
MFA
184
McClarren Financial Advisors
Pennsylvania
$94K +$264 +7 +0.3%
SWM
185
Sugarloaf Wealth Management
Georgia
$93K -$57.7K -1,531 -63%
PP
186
PrairieView Partners
Minnesota
$90K – – –
EI
187
Ellevest Inc
New York
$88K – – –
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$88K +$86.1K +2,285 New
GIA
189
Goodwin Investment Advisory
Georgia
$86K +$54.8K +1,455 +180%
WCM
190
Wealthcare Capital Management
Virginia
$76K +$74.3K +1,973 New
BWM
191
BerganKDV Wealth Management
Minnesota
$58K +$56.5K +1,500 New
CAL
192
Capital Analysts LLC
Pennsylvania
$56K +$21.3K +565 +63%
Morgan Stanley
193
Morgan Stanley
New York
$46K -$2.26K -60 -5%
PCG
194
Private Capital Group
Connecticut
$46K +$13.8K +367 +45%
FCM
195
Firestone Capital Management
Florida
$46K +$14.6K +387 +47%
HI
196
Harbour Investments
Wisconsin
$42K +$40.9K +1,086 New
FHA
197
First Horizon Advisors
Tennessee
$42K +$42K +1,115 New
HPC
198
HM Payson & Co
Maine
$39K – – –
WP
199
WealthShield Partners
North Carolina
$37K +$36.5K +968 New
TIM
200
Tortoise Investment Management
New York
$30K +$29.2K +775 New