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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$706K +$2.28K +47 +0.4%
EFM
27
Eley Financial Management
Vermont
$696K -$20.7K -428 -3%
Raymond James Financial
28
Raymond James Financial
Florida
$673K -$91.2K -1,881 -13%
HL
29
HeadInvest LLC
Maine
$660K
CFGA
30
Cambridge Financial Group (Arizona)
Arizona
$641K
Lido Advisors
31
Lido Advisors
California
$615K +$52.3K +1,080 +10%
B
32
Birchbrook
Maine
$613K -$12.7K -262 -2%
Jane Street
33
Jane Street
New York
$604K +$555K +11,444 New
Goldman Sachs
34
Goldman Sachs
New York
$600K -$824 -17 -0.1%
ADL
35
Asset Dedication LLC
California
$567K
RSWM
36
Robertson Stephens Wealth Management
California
$555K +$18.6K +383 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$552K +$25.9K +535 +5%
TFO
38
Tarbox Family Office
California
$528K +$116K +2,399 +32%
MCM
39
MAI Capital Management
Ohio
$521K +$242 +5 +0.1%
DC
40
DeDora Capital
California
$520K +$17.8K +368 +4%
GAM
41
Gould Asset Management
California
$509K +$24K +495 +5%
EIG
42
Ellenbecker Investment Group
Wisconsin
$500K +$460K +9,484 New
PAG
43
Private Advisor Group
New Jersey
$440K -$24.1K -498 -6%
Osaic Holdings
44
Osaic Holdings
Arizona
$430K +$38K +784 +11%
BRIA
45
Balanced Rock Investment Advisors
Massachusetts
$423K -$52.8K -1,089 -12%
SFC
46
Sprinkle Financial Consultants
Colorado
$417K +$1.16K +24 +0.3%
NP
47
NorthRock Partners
Minnesota
$402K +$12.6K +261 +4%
ACM
48
Armbruster Capital Management
New York
$398K +$9.21K +190 +3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$395K +$82K +1,693 +29%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$361K +$98.1K +2,025 +42%