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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sax Wealth Advisors
New Jersey
$632K -$83K -2,144 -12%
OCM
177
One Capital Management
California
$624K -$150K -3,876 -20%
WDL
178
Well Done LLC
Michigan
$593K -$24.8K -640 -4%
RRA
179
Round Rock Advisors
Connecticut
$581K
AT
180
American Trust
Kentucky
$579K +$543K +14,020 New
AIP
181
Ameritas Investment Partners
Nebraska
$573K -$581 -15 -0.1%
SFP
182
Shepherd Financial Partners
Massachusetts
$541K +$503 +13 +0.1%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$537K -$42.3K -1,092 -8%
GDP
184
Great Diamond Partners
Maine
$535K -$9.48K -245 -2%
ECM
185
Evergreen Capital Management
Washington
$521K -$13.9K -359 -3%
ST
186
Spinnaker Trust
Maine
$520K +$53K +1,369 +12%
ACA
187
Affinity Capital Advisors
California
$519K -$7.55K -195 -2%
ML
188
Mayport LLC
Massachusetts
$518K
MOS
189
MGO One Seven
Ohio
$514K
MFC
190
Morris Financial Concepts
South Carolina
$505K +$59.5K +1,538 +14%
SPIA
191
Steward Partners Investment Advisory
New York
$501K +$114K +2,955 +32%
AAS
192
Avantax Advisory Services
Texas
$498K -$3.48K -90 -0.7%
PP
193
PDS Planning
Ohio
$496K -$2.87K -74 -0.6%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$486K +$15.2K +393 +3%
VCS
195
Vaughan & Co Securities
New Jersey
$481K
BSB
196
Bangor Savings Bank
Maine
$480K -$968 -25 -0.2%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$475K -$24.5K -633 -5%
UCFA
198
United Capital Financial Advisors
Texas
$474K -$49.6K -1,282 -10%
JFGLC
199
Johnson Financial Group LLC (Colorado)
Colorado
$472K
NW
200
NewEdge Wealth
Pennsylvania
$462K -$96.6K -2,495 -18%