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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
176
Boston Standard Wealth Management
Massachusetts
$472K +$1.65K +49 +0.3%
NYLIM
177
New York Life Investment Management
New York
$464K +$283K +8,394 +124%
RZH
178
Relyea Zuckerberg Hanson
Connecticut
$449K +$16.1K +478 +3%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$448K +$176K +5,204 +55%
AIP
180
Ameritas Investment Partners
Nebraska
$444K -$1.11K -33 -0.2%
BDFN
181
Bond & Devick Financial Network
Minnesota
$443K +$1.45K +43 +0.3%
MM
182
Main Management
California
$435K
IA
183
IFP Advisors
Florida
$433K +$120K +3,569 +29%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$433K +$148K +4,386 +47%
BFA
185
Bragg Financial Advisors
North Carolina
$430K +$1.18K +35 +0.3%
AIM
186
Acropolis Investment Management
Missouri
$428K
RIA
187
Regal Investment Advisors
Michigan
$428K +$5.13K +152 +1%
FWM
188
Fingerlakes Wealth Management
New York
$425K +$47K +1,393 +11%
CPIG
189
Chicago Partners Investment Group
Illinois
$421K +$156K +4,611 +57%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$419K +$461K +13,676 New
CAN
191
Claraphi Advisory Network
United States
$416K -$1.35K -40 -0.3%
OWM
192
Orgel Wealth Management
Wisconsin
$413K +$455K +13,473 New
LNC
193
Lincoln National Corp
Pennsylvania
$400K +$2.19K +65 +0.5%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$400K +$427K +12,661 +3,376%
NFP
195
NorthLanding Financial Partners
New York
$397K +$437K +12,942 New
AT
196
American Trust
Kentucky
$397K +$437K +12,956 New
SB
197
Strategic Blueprint
Georgia
$396K -$41.6K -1,234 -9%
JFA
198
JNBA Financial Advisors
Minnesota
$395K -$45.3K -1,342 -9%
OPS
199
Orion Portfolio Solutions
Nebraska
$391K +$42.7K +1,264 +11%
ECM
200
Evergreen Capital Management
Washington
$386K +$32.6K +965 +8%