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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Pathway Financial Advisors
Vermont
$314K +$302K +7,511 New
EFM
27
Eley Financial Management
Vermont
$307K +$48.6K +1,207 +20%
SFC
28
Sprinkle Financial Consultants
Colorado
$302K +$1.53K +38 +0.5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$291K -$725K -18,007 -72%
HCA
30
Heck Capital Advisors
Wisconsin
$286K -$20.3K -503 -7%
VFA
31
Valeo Financial Advisors
Indiana
$283K +$273K +6,768 New
TFO
32
Tarbox Family Office
California
$282K +$32.7K +812 +14%
VC
33
Veracity Capital
Georgia
$282K +$322 +8 +0.1%
PAG
34
Private Advisor Group
New Jersey
$278K +$268K +6,646 New
ACM
35
Armbruster Capital Management
New York
$258K -$38.3K -950 -13%
OL
36
Optas LLC
Texas
$236K +$5.76K +143 +3%
PI
37
PFG Investments
New York
$234K +$225K +5,596 New
NC
38
Napatree Capital
Rhode Island
$217K +$209K +5,186 New
NP
39
NorthRock Partners
Minnesota
$139K +$27.2K +675 +25%
GRP
40
Global Retirement Partners
California
$118K +$113K +2,813 +17,581%
SPIA
41
Steward Partners Investment Advisory
New York
$113K
NA
42
NewEdge Advisors
Louisiana
$101K -$362 -9 -0.4%
William Blair & Company
43
William Blair & Company
Illinois
$99.5K
MA
44
MCF Advisors
Kentucky
$95.3K
MIA
45
Milestone Investment Advisors
Wisconsin
$90.7K
CTWM
46
Cherry Tree Wealth Management
Minnesota
$88.8K
AIA
47
Armor Investment Advisors
North Carolina
$76.2K +$1.41K +35 +2%
PS
48
Principal Securities
Iowa
$66.9K -$10.8K -269 -14%
Osaic Holdings
49
Osaic Holdings
Arizona
$65.6K +$9.18K +228 +17%
VAMG
50
Voisard Asset Management Group
Michigan
$52.9K +$886 +22 +2%