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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
26
Legacy Edge Advisors
New York
$282K +$61.7K +1,627 +28%
HCA
27
Heck Capital Advisors
Wisconsin
$278K +$9.1K +240 +3%
SFC
28
Sprinkle Financial Consultants
Colorado
$273K +$273K +7,196 New
ACM
29
Armbruster Capital Management
New York
$269K +$4.74K +125 +2%
VC
30
Veracity Capital
Georgia
$255K -$2.05K -54 -0.8%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$245K +$245K +6,472 New
EFM
32
Eley Financial Management
Vermont
$232K +$232K +6,129 New
TFO
33
Tarbox Family Office
California
$225K +$24.1K +636 +12%
OL
34
Optas LLC
Texas
$209K -$152 -4 -0.1%
SPIA
35
Steward Partners Investment Advisory
New York
$102K
NP
36
NorthRock Partners
Minnesota
$101K +$25.9K +683 +35%
NA
37
NewEdge Advisors
Louisiana
$91.6K +$3.03K +80 +3%
William Blair & Company
38
William Blair & Company
Illinois
$90.1K +$531 +14 +0.6%
MA
39
MCF Advisors
Kentucky
$86.3K
MIA
40
Milestone Investment Advisors
Wisconsin
$82.2K
CTWM
41
Cherry Tree Wealth Management
Minnesota
$80.5K +$80.6K +2,125 New
PS
42
Principal Securities
Iowa
$70.7K +$8.53K +225 +14%
AIA
43
Armor Investment Advisors
North Carolina
$67.7K -$50.7K -1,336 -43%
Osaic Holdings
44
Osaic Holdings
Arizona
$50.7K -$14.6K -386 -22%
Bank of America
45
Bank of America
North Carolina
$49.3K +$76 +2 +0.2%
VAMG
46
Voisard Asset Management Group
Michigan
$47.1K +$986 +26 +2%
ST
47
Smithfield Trust
Pennsylvania
$40K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$35K +$35.1K +925 New
JP Morgan Chase
49
JP Morgan Chase
New York
$31K +$31K +818 New
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$28.4K +$28.4K +750 New