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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
176
MA Private Wealth
California
$517K – – –
CGL
177
Clarius Group LLC
Washington
$515K -$36.9K -1,038 -6%
AIM
178
Acropolis Investment Management
Missouri
$507K -$3.77K -106 -0.7%
SHJ
179
Sharkey, Howes & Javer
Colorado
$503K -$450K -12,644 -46%
BWP
180
BSW Wealth Partners
Colorado
$494K +$86.9K +2,442 +20%
SFP
181
Shepherd Financial Partners
Massachusetts
$488K -$5.09K -143 -1%
AIP
182
Ameritas Investment Partners
Nebraska
$482K -$4.98K -140 -1%
GDP
183
Great Diamond Partners
Maine
$474K +$8.83K +248 +2%
VFO
184
Virtus Family Office
Texas
$455K +$6.83K +192 +1%
JFA
185
JNBA Financial Advisors
Minnesota
$455K +$10.5K +294 +2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$455K -$581K -16,331 -55%
CAMV
187
Concord Asset Management (Virginia)
Virginia
$453K -$10.5K -296 -2%
FCM
188
Fortis Capital Management
Washington
$453K +$88.1K +2,476 +23%
HWMG
189
Hurlow Wealth Management Group
Indiana
$434K +$41.5K +1,167 +10%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$426K -$21.7K -609 -5%
Cerity Partners
191
Cerity Partners
New York
$424K -$737K -20,696 -62%
RIG
192
Ramiah Investment Group
Wisconsin
$423K +$34.9K +981 +8%
CAG
193
Curtis Advisory Group
California
$421K -$869K -24,423 -66%
WP
194
WealthSource Partners
California
$418K -$522K -14,667 -54%
GWM
195
Grand Wealth Management
Michigan
$416K – – –
BFP
196
Brewster Financial Planning
New York
$414K – – –
PFA
197
Pathway Financial Advisors
Vermont
$413K – – –
DI
198
DFPG Investments
Utah
$410K -$404K -11,341 -47%
NA
199
NewEdge Advisors
Louisiana
$408K +$98.2K +2,759 +29%
BPA
200
Beacon Pointe Advisors
California
$408K +$39.2K +1,102 +10%