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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Bragg Financial Advisors
North Carolina
$389K
BBA
202
BLB&B Advisors
Pennsylvania
$383K +$31.5K +778 +9%
AA
203
Aufman Associates
Pennsylvania
$382K +$384K +9,487 New
AG
204
Ascent Group
Virginia
$381K +$423K +10,447 New
BPA
205
Beacon Pointe Advisors
California
$375K +$377K +9,307 New
Cerity Partners
206
Cerity Partners
New York
$374K +$376K +9,288 New
ODIJL
207
One Day In July LLC
Vermont
$373K +$4.45K +110 +1%
SWA
208
Sax Wealth Advisors
New Jersey
$369K
GWA
209
GGM Wealth Advisors
Maryland
$368K
BSB
210
Bangor Savings Bank
Maine
$365K +$27.5K +679 +8%
FWM
211
Fingerlakes Wealth Management
New York
$356K +$353K +8,710 New
UB
212
UMB Bank
Missouri
$348K +$349K +8,624 New
Bank of New York Mellon
213
Bank of New York Mellon
New York
$347K +$118K +2,920 +51%
MWM
214
Modera Wealth Management
New Jersey
$347K +$348K +8,607 New
NA
215
NewEdge Advisors
Louisiana
$345K +$347K +8,562 New
CAMV
216
Concord Asset Management (Virginia)
Virginia
$345K +$346K +8,546 New
OWA
217
Opal Wealth Advisors
New York
$343K +$52.8K +1,305 +18%
TA
218
Trellis Advisors
Washington
$343K +$94.2K +2,327 +38%
FAAM
219
First Ascent Asset Management
Colorado
$340K +$342K +8,435 New
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$327K +$2.1K +52 +0.6%
OFG
221
Omega Financial Group
California
$325K +$111K +2,732 +51%
DAS
222
Dynamic Advisor Solutions
Arizona
$323K -$130K -3,223 -29%
SFO
223
Stokes Family Office
Louisiana
$317K
CPIG
224
Chicago Partners Investment Group
Illinois
$315K
RIG
225
Ramiah Investment Group
Wisconsin
$307K -$1.9K -47 -0.6%