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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
201
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
CAL
202
Capital Analysts LLC
Pennsylvania
$167K +$107K +2,691 +185%
HWMA
203
Heritage Wealth Management (Arizona)
Arizona
$166K +$46.9K +1,180 +40%
CWA
204
Carolina Wealth Advisors
South Carolina
$149K – – –
MFA
205
McClarren Financial Advisors
Pennsylvania
$146K +$49.3K +1,240 +51%
FCA
206
FinTrust Capital Advisors
South Carolina
$141K – – –
PP
207
PrairieView Partners
Minnesota
$125K +$30.3K +762 +32%
AIM
208
Acropolis Investment Management
Missouri
$116K +$6.36K +160 +6%
PCG
209
Private Capital Group
Connecticut
$115K +$66.2K +1,664 +141%
BCPWM
210
Bradley & Co Private Wealth Management
Florida
$113K – – –
FHA
211
First Horizon Advisors
Tennessee
$109K +$63.3K +1,593 +143%
FI
212
FormulaFolio Investments
Michigan
$107K +$159 +4 +0.2%
IA
213
IFP Advisors
Florida
$99K -$1.91K -48 -2%
SWM
214
Sugarloaf Wealth Management
Georgia
$98K +$61.6K +1,550 +175%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$92K +$159 +4 +0.2%
CFGS
216
Concourse Financial Group Securities
Alabama
$90K +$88.2K +2,218 New
FCM
217
Firestone Capital Management
Florida
$67K +$18.4K +463 +39%
KFS
218
Kelly Financial Services
Massachusetts
$63.8K +$56.2K +1,413 +846%
BWM
219
BerganKDV Wealth Management
Minnesota
$61K – – –
TIM
220
Tortoise Investment Management
New York
$60K +$27.8K +700 +90%
WP
221
WealthShield Partners
North Carolina
$54K +$14.5K +364 +38%
HPC
222
HM Payson & Co
Maine
$51K +$10.6K +267 +27%
Morgan Stanley
223
Morgan Stanley
New York
$50K +$1.79K +45 +4%
WFA
224
Wells Financial Advisors
Massachusetts
$42K +$21.4K +539 +109%
CFA
225
Carroll Financial Associates
North Carolina
$40K +$39.6K +995 New