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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
176
Ramiah Investment Group
Wisconsin
$272K +$44.3K +1,115 +20%
CRWM
177
Castle Rock Wealth Management
California
$270K +$270K +6,794 New
SCM
178
Stordahl Capital Management
Colorado
$266K – – –
OCM
179
One Capital Management
California
$261K +$258K +6,485 New
CFA
180
CWS Financial Advisors
Michigan
$260K -$9.86K -248 -4%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$260K +$9.98K +251 +4%
OWA
182
Opal Wealth Advisors
New York
$250K -$47.2K -1,187 -16%
ADL
183
Asset Dedication LLC
California
$247K +$33.6K +844 +16%
HHGA
184
Halbert Hargrove Global Advisors
California
$244K +$199 +5 +0.1%
V
185
Veritable
Delaware
$232K – – –
SHWM
186
Silicon Hills Wealth Management
Texas
$227K +$224K +5,621 New
CW
187
CreativeOne Wealth
Kansas
$225K +$222K +5,582 New
OPS
188
Orion Portfolio Solutions
Nebraska
$223K +$220K +5,524 New
T
189
TrueFG
Texas
$222K -$1.19K -30 -0.5%
1SB
190
1ST Source Bank
Indiana
$208K +$205K +5,163 New
PP
191
PDS Planning
Ohio
$203K +$200K +5,025 New
Members Trust
192
Members Trust
Florida
$202K +$199K +5,000 New
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$202K +$199K +5,015 New
TIA
194
Traphagen Investment Advisors
New Jersey
$201K -$159 -4 -0.1%
HI
195
Harbour Investments
Wisconsin
$201K +$155K +3,888 +358%
CMO
196
Covenant Multifamily Offices
Texas
$201K +$198K +4,986 New
PAM
197
PFM Asset Management
Pennsylvania
$193K +$190K +4,784 New
AWA
198
Arkadios Wealth Advisors
Georgia
$176K +$64.4K +1,620 +59%
CWP
199
Concord Wealth Partners
Virginia
$173K +$171K +4,291 New
GIA
200
Goodwin Investment Advisory
Georgia
$172K +$82.8K +2,081 +92%