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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$231K +$233K +5,896 New
V
202
Veritable
Delaware
$224K
Bank of New York Mellon
203
Bank of New York Mellon
New York
$222K -$30.5K -771 -12%
VWM
204
Venturi Wealth Management
Texas
$213K +$216K +5,458 New
TI
205
tru Independence
Oregon
$210K +$214K +5,406 New
OFG
206
Omega Financial Group
California
$208K +$210K +5,320 New
1SB
207
1ST Source Bank
Indiana
$205K +$3.6K +91 +2%
TIA
208
Traphagen Investment Advisors
New Jersey
$204K +$9.93K +251 +5%
HWMA
209
Heritage Wealth Management (Arizona)
Arizona
$190K +$29.8K +754 +18%
AWA
210
Arkadios Wealth Advisors
Georgia
$164K -$5.34K -135 -3%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$162K
LWP
212
Laurel Wealth Planning
Minnesota
$160K +$157K +3,971 +2,857%
CAL
213
Capital Analysts LLC
Pennsylvania
$158K -$3.8K -96 -2%
IA
214
IFP Advisors
Florida
$145K +$50.3K +1,271 +52%
CWA
215
Carolina Wealth Advisors
South Carolina
$144K
MFA
216
McClarren Financial Advisors
Pennsylvania
$143K +$514 +13 +0.4%
FCA
217
FinTrust Capital Advisors
South Carolina
$137K
FA
218
Flagstar Advisors
New York
$136K +$138K +3,485 New
CFGS
219
Concourse Financial Group Securities
Alabama
$130K +$44.4K +1,123 +51%
BCPWM
220
Bradley & Co Private Wealth Management
Florida
$122K +$13.1K +331 +12%
PP
221
PrairieView Partners
Minnesota
$121K
PCG
222
Private Capital Group
Connecticut
$116K +$5.1K +129 +5%
BAM
223
Belpointe Asset Management
Nevada
$116K +$118K +2,972 New
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$113K +$24.8K +626 +27%
AIM
225
Acropolis Investment Management
Missouri
$107K