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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
176
Moss Adams Wealth Advisors
Washington
$820K -$72.5K -1,494 -8%
NCM
177
Northland Capital Management
Minnesota
$818K -$34.1K -704 -4%
HI
178
Horizon Investments
North Carolina
$815K +$641K +13,206 +321%
FFA
179
Farther Finance Advisors
California
$809K +$13.5K +278 +2%
BDFN
180
Bond & Devick Financial Network
Minnesota
$793K -$12K -247 -1%
PGA
181
Portland Global Advisors
Maine
$792K -$9.7K -200 -1%
SWP
182
Stratos Wealth Partners
Ohio
$791K -$31.1K -642 -4%
BFP
183
Brewster Financial Planning
New York
$778K -$6.89K -142 -0.9%
WDL
184
Well Done LLC
Michigan
$765K +$93K +1,917 +13%
Empower Advisory Group
185
Empower Advisory Group
Colorado
$739K +$246K +5,079 +48%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$738K +$202K +4,157 +36%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$727K +$121K +2,486 +19%
FCG
188
Financial Connections Group
California
$723K
SWA
189
Sax Wealth Advisors
New Jersey
$717K
OWA
190
Opal Wealth Advisors
New York
$716K -$32.4K -668 -4%
NA
191
NewEdge Advisors
Louisiana
$691K -$252K -5,194 -26%
PMFA
192
Plante Moran Financial Advisors
Michigan
$689K +$691K +14,247 +3,466%
PP
193
PDS Planning
Ohio
$679K +$84.3K +1,737 +14%
SFP
194
Shepherd Financial Partners
Massachusetts
$677K -$63.8K -1,315 -8%
KFAA
195
Klaas Financial Asset Advisors
Illinois
$676K +$698K +14,386 New
AT
196
American Trust
Kentucky
$674K -$55.8K -1,150 -7%
MWM
197
Modern Wealth Management
Kansas
$670K +$216K +4,445 +46%
PCMC
198
Paragon Capital Management (Colorado)
Colorado
$665K +$196K +4,035 +40%
BHIA
199
Birch Hill Investment Advisors
Massachusetts
$664K
RWP
200
RWA Wealth Partners
Massachusetts
$652K