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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Veracity Capital
Georgia
$266K
MFG
27
Magnus Financial Group
New York
$259K +$248K +6,600 New
RJA
28
Raymond James & Associates
Florida
$229K +$219K +5,839 New
LEA
29
Legacy Edge Advisors
New York
$228K -$13.2K -352 -6%
OL
30
Optas LLC
Texas
$216K -$80.8K -2,152 -28%
TFO
31
Tarbox Family Office
California
$208K +$199K +5,304 New
AIA
32
Armor Investment Advisors
North Carolina
$122K +$2.25K +60 +2%
SPIA
33
Steward Partners Investment Advisory
New York
$106K +$45.2K +1,204 +80%
William Blair & Company
34
William Blair & Company
Illinois
$92.6K -$8.07K -215 -8%
NA
35
NewEdge Advisors
Louisiana
$91.6K +$87.7K +2,338 New
MA
36
MCF Advisors
Kentucky
$89.3K
MIA
37
Milestone Investment Advisors
Wisconsin
$85K
NP
38
NorthRock Partners
Minnesota
$77.2K +$74K +1,971 New
Osaic Holdings
39
Osaic Holdings
Arizona
$67.6K +$7.02K +187 +12%
PS
40
Principal Securities
Iowa
$64.4K -$8.37K -223 -12%
Bank of America
41
Bank of America
North Carolina
$51K +$9.12K +243 +23%
VAMG
42
Voisard Asset Management Group
Michigan
$47.7K +$3.23K +86 +8%
ST
43
Smithfield Trust
Pennsylvania
$42K
TCOV
44
Trust Company of Vermont
Vermont
$24.3K +$23.3K +621 New
HI
45
Harbour Investments
Wisconsin
$23.7K
AA
46
Addison Advisors
Vermont
$23.5K
BTI
47
Blue Trust Inc
Georgia
$23.4K
FIM
48
Fernwood Investment Management
Massachusetts
$22.2K +$21.2K +566 New
GIA
49
GHP Investment Advisors
Colorado
$20.9K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$19K