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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
TimeScale Financial
Massachusetts
$24K
WFA
202
Wells Financial Advisors
Massachusetts
$19K +$10.9K +290 +142%
RWG
203
Regal Wealth Group
California
$17K
GWM
204
Geneos Wealth Management
Colorado
$17K +$6.93K +184 +73%
AIC
205
Ameritas Investment Company
Nebraska
$14.6K +$14.3K +380 New
IWP
206
IAG Wealth Partners
Wisconsin
$14K
LFG
207
Larson Financial Group
Missouri
$13K
EIP
208
Ellis Investment Partners
Pennsylvania
$13K +$38 +1 +0.3%
KFI
209
Key Financial Inc
Pennsylvania
$9K
NFG
210
Next Financial Group
Texas
$9K
AF
211
Advisornet Financial
Minnesota
$8K +$2.07K +55 +36%
KFS
212
Kelly Financial Services
Massachusetts
$6.44K +$6.29K +167 New
CFFP
213
Center for Financial Planning
Michigan
$5K +$4.45K +118 New
GFPC
214
Global Financial Private Client
Florida
$3.87K +$3.73K +99 New
S
215
SignatureFD
Georgia
$3K +$2.56K +68 New
GRP
216
Global Retirement Partners
California
$2K +$1.66K +44 New
NFSG
217
Newbridge Financial Services Group
Florida
$2K +$1.88K +50 New
CB
218
Community Bank
New York
$1K +$565 +15 New
Wells Fargo
219
Wells Fargo
California
$1K +$1.36K +36 +3,600%
SWM
220
Sugarloaf Wealth Management
Georgia
$93 -$57.7K -1,531 -63%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
-$3.62M -106,155 Closed
FWCM
222
Ferguson Wellman Capital Management
Oregon
-$506K -14,818 Closed
OPS
223
Orion Portfolio Solutions
Nebraska
-$251K -7,360 Closed
KAS
224
Kestra Advisory Services
Texas
-$200K -5,857 Closed
EA
225
Elm Advisors
California
-$83K -2,420 Closed