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iShares ESG Aware MSCI USA Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$381K +$145K +3,847 +62%
FWM
202
Fingerlakes Wealth Management
New York
$374K +$42.2K +1,119 +13%
OFG
203
Omega Financial Group
California
$373K +$66.2K +1,756 +22%
AWM
204
Aries Wealth Management
Maine
$373K +$370K +9,808 New
MYIA
205
Mount Yale Investment Advisors
Colorado
$363K +$117K +3,113 +48%
BBA
206
BLB&B Advisors
Pennsylvania
$357K -$4.75K -126 -1%
BSB
207
Bangor Savings Bank
Maine
$355K +$10.5K +278 +3%
IFAM
208
Institutional & Family Asset Management
Colorado
$353K -$28.3K -751 -7%
Cerity Partners
209
Cerity Partners
New York
$353K
GWA
210
GGM Wealth Advisors
Maryland
$348K
SWA
211
Sax Wealth Advisors
New Jersey
$348K
Bank of New York Mellon
212
Bank of New York Mellon
New York
$347K +$19.6K +520 +6%
IA
213
IFP Advisors
Florida
$338K +$321K +8,526 +223%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$336K +$125K +3,320 +60%
PCMC
215
Private Capital Management (Colorado)
Colorado
$333K -$133K -3,539 -29%
UB
216
UMB Bank
Missouri
$328K
HCA
217
Heck Capital Advisors
Wisconsin
$321K +$318K +8,439 New
MWM
218
Modera Wealth Management
New Jersey
$320K -$7.42K -197 -2%
RIG
219
Ramiah Investment Group
Wisconsin
$312K +$22.3K +591 +8%
AG
220
Ascent Group
Virginia
$312K -$85K -2,254 -22%
FA
221
Fountainhead AM
New Jersey
$312K +$50.2K +1,332 +19%
T
222
TrueFG
Texas
$312K +$73.6K +1,953 +31%
EGWAG
223
Elwood & Goetz Wealth Advisory Group
Georgia
$308K +$113 +3 +0%
EWA
224
ERTS Wealth Advisors
Michigan
$308K +$25.6K +680 +9%
HWMA
225
Heritage Wealth Management (Arizona)
Arizona
$307K +$304K +8,071 New