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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$98.7K +$41.3K +1,219 +90%
MA
27
MCF Advisors
Kentucky
$87.2K
MIA
28
Milestone Investment Advisors
Wisconsin
$83K
PS
29
Principal Securities
Iowa
$71.4K +$63.3K +1,866 New
Osaic Holdings
30
Osaic Holdings
Arizona
$58.9K +$9.02K +266 +21%
SPIA
31
Steward Partners Investment Advisory
New York
$57.4K +$50.9K +1,500 New
Deutsche Bank
32
Deutsche Bank
Germany
$47.8K +$41.7K +1,230 +6,150%
VAMG
33
Voisard Asset Management Group
Michigan
$43.3K +$38.4K +1,131 New
Bank of America
34
Bank of America
North Carolina
$40.5K -$7.94K -234 -18%
ST
35
Smithfield Trust
Pennsylvania
$40K
AF
36
Advisornet Financial
Minnesota
$35.2K -$50.4K -1,485 -62%
HI
37
Harbour Investments
Wisconsin
$23.1K +$20.5K +604 New
AA
38
Addison Advisors
Vermont
$23K -$8.48K -250 -29%
GIA
39
GHP Investment Advisors
Colorado
$20.4K
BTI
40
Blue Trust Inc
Georgia
$20K +$373 +11 +2%
WFA
41
Wells Financial Advisors
Massachusetts
$18.4K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K +$68 +2 +0.4%
CWM
43
Compass Wealth Management
Connecticut
$11.5K
C
44
Covestor
United Kingdom
$3K +$916 +27 +68%
FWM
45
Focused Wealth Management
New York
$1.95K -$2.88K -85 -63%
SWM
46
Spire Wealth Management
Virginia
$1.11K
Morgan Stanley
47
Morgan Stanley
New York
$40 -$475 -14 -93%
MA
48
MONECO Advisors
Connecticut
-$353K -10,675 Closed
WP
49
WealthShield Partners
North Carolina
-$148K -4,450 Closed
HL
50
HeadInvest LLC
Maine
-$34.4K -1,050 Closed