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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$633K
WDL
177
Well Done LLC
Michigan
$627K
NCM
178
Northland Capital Management
Minnesota
$619K -$68.8K -1,592 -10%
RIG
179
Ramiah Investment Group
Wisconsin
$616K -$64.4K -1,490 -9%
RRA
180
Round Rock Advisors
Connecticut
$615K -$3.85K -89 -0.6%
SCM
181
Stordahl Capital Management
Colorado
$595K +$150K +3,468 +32%
SFP
182
Shepherd Financial Partners
Massachusetts
$589K +$9.03K +209 +2%
AIP
183
Ameritas Investment Partners
Nebraska
$577K -$2.25K -52 -0.4%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$577K +$593K +13,715 New
BSWM
185
Boston Standard Wealth Management
Massachusetts
$574K +$864 +20 +0.1%
HWMG
186
Hurlow Wealth Management Group
Indiana
$568K
GDP
187
Great Diamond Partners
Maine
$558K +$5.49K +127 +1%
OWM
188
Opes Wealth Management
California
$556K -$44.7K -1,035 -7%
NW
189
NewEdge Wealth
Pennsylvania
$554K +$80.1K +1,854 +16%
ECM
190
Evergreen Capital Management
Washington
$549K -$25.4K -587 -4%
UCFA
191
United Capital Financial Advisors
Texas
$536K +$250K +5,775 +83%
ML
192
Mayport LLC
Massachusetts
$527K
MOS
193
MGO One Seven
Ohio
$523K -$14.1K -326 -3%
CSP
194
Cary Street Partners
Virginia
$513K +$527K +12,193 New
DAS
195
Diversify Advisory Services
Utah
$506K +$19.6K +454 +4%
PP
196
PDS Planning
Ohio
$506K +$1.08K +25 +0.2%
SI
197
Seeds Investor
New York
$503K +$20.4K +472 +4%
AAS
198
Avantax Advisory Services
Texas
$501K +$34.9K +808 +7%
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
$498K -$33.9K -784 -6%
FCI
200
Financial Counselors Inc
Kansas
$491K +$505K +11,688 New