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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fingerlakes Wealth Management
New York
$801K +$1.55K +34 +0.2%
BDFN
177
Bond & Devick Financial Network
Minnesota
$787K +$10.3K +226 +1%
PGA
178
Portland Global Advisors
Maine
$784K
FFA
179
Farther Finance Advisors
California
$772K +$354K +7,757 +86%
BFP
180
Brewster Financial Planning
New York
$767K +$5.01K +110 +0.7%
OWA
181
Opal Wealth Advisors
New York
$731K -$27.2K -596 -4%
SFP
182
Shepherd Financial Partners
Massachusetts
$722K +$123K +2,708 +21%
SWA
183
Sax Wealth Advisors
New Jersey
$717K -$1.96K -43 -0.3%
NW
184
NewEdge Wealth
Pennsylvania
$711K
FCG
185
Financial Connections Group
California
$707K
FPAS
186
Focus Partners Advisor Solutions
Missouri
$685K -$435K -9,553 -39%
WDL
187
Well Done LLC
Michigan
$660K
Brown Advisory
188
Brown Advisory
Maryland
$655K +$386K +8,477 +147%
BHIA
189
Birch Hill Investment Advisors
Massachusetts
$649K -$155K -3,400 -19%
SFP
190
Sandbox Financial Partners
Maryland
$647K -$17.6K -386 -3%
AIP
191
Ameritas Investment Partners
Nebraska
$645K +$16.3K +357 +3%
DF
192
Dunhill Financial
United Kingdom
$643K -$8.25K -181 -1%
RWP
193
RWA Wealth Partners
Massachusetts
$638K +$199K +4,357 +46%
FF
194
Financial Futures
New Jersey
$635K +$43.3K +950 +7%
RRA
195
Round Rock Advisors
Connecticut
$626K -$5.24K -115 -0.8%
PAS
196
Park Avenue Securities
New York
$625K +$45.6K +1,001 +8%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$598K +$70.9K +1,556 +14%
WCFA
198
Walkner Condon Financial Advisors
Wisconsin
$597K -$137 -3 -0%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$597K -$7.34K -161 -1%
ECM
200
Evergreen Capital Management
Washington
$591K +$15K +330 +3%