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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
176
Robertson Stephens Wealth Management
California
$613K -$31K -772 -5%
OWM
177
Opes Wealth Management
California
$597K +$12.7K +315 +2%
SFP
178
Shepherd Financial Partners
Massachusetts
$577K -$56.4K -1,404 -9%
AIP
179
Ameritas Investment Partners
Nebraska
$576K -$9.09K -226 -2%
ECM
180
Evergreen Capital Management
Washington
$570K -$362 -9 -0.1%
BSWM
181
Boston Standard Wealth Management
Massachusetts
$570K +$19.3K +480 +4%
BPA
182
Beacon Pointe Advisors
California
$568K +$33.9K +843 +7%
HWMG
183
Hurlow Wealth Management Group
Indiana
$565K +$4.78K +119 +0.9%
ODIJL
184
One Day In July LLC
Vermont
$564K -$55.2K -1,372 -9%
GDP
185
Great Diamond Partners
Maine
$550K -$10.5K -261 -2%
MOS
186
MGO One Seven
Ohio
$534K -$241 -6 -0%
ML
187
Mayport LLC
Massachusetts
$524K – – –
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$511K – – –
PP
189
PDS Planning
Ohio
$503K +$224K +5,575 +87%
CW
190
Cook Wealth
North Carolina
$498K -$153K -3,801 -24%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$495K -$734K -18,250 -61%
DAS
192
Diversify Advisory Services
Utah
$491K +$60.6K +1,508 +15%
VCS
193
Vaughan & Co Securities
New Jersey
$488K – – –
FF
194
Friedenthal Financial
New Jersey
$485K – – –
SI
195
Seeds Investor
New York
$480K +$34.3K +853 +8%
NW
196
NewEdge Wealth
Pennsylvania
$473K -$4.99K -124 -1%
AAS
197
Avantax Advisory Services
Texas
$465K +$80.7K +2,007 +22%
CCM
198
Coldstream Capital Management
Washington
$450K +$844 +21 +0.2%
RP
199
Riverwater Partners
Wisconsin
$444K +$2.89K +72 +0.7%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$443K +$4.58K +114 +1%