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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$431K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$395K -$43.7K -1,025 -10%
GAM
28
Gould Asset Management
California
$346K -$2.77K -65 -0.8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$337K +$8.06K +189 +2%
EFM
30
Eley Financial Management
Vermont
$334K +$33.8K +793 +11%
LEA
31
Legacy Edge Advisors
New York
$324K -$15.5K -363 -4%
SFC
32
Sprinkle Financial Consultants
Colorado
$301K +$3.29K +77 +1%
VFA
33
Valeo Financial Advisors
Indiana
$281K +$3.2K +75 +1%
TFO
34
Tarbox Family Office
California
$279K +$853 +20 +0.3%
VC
35
Veracity Capital
Georgia
$278K +$1.24K +29 +0.4%
PAG
36
Private Advisor Group
New Jersey
$276K +$3.03K +71 +1%
ACM
37
Armbruster Capital Management
New York
$246K -$7.47K -175 -3%
OL
38
Optas LLC
Texas
$245K +$13.1K +308 +5%
PI
39
PFG Investments
New York
$238K +$8.36K +196 +4%
SWP
40
Stratos Wealth Partners
Ohio
$220K +$228K +5,345 New
PWM
41
Parkworth Wealth Management
California
$217K +$225K +5,277 New
NC
42
Napatree Capital
Rhode Island
$211K -$2K -47 -0.9%
Osaic Holdings
43
Osaic Holdings
Arizona
$198K +$139K +3,247 +207%
NP
44
NorthRock Partners
Minnesota
$169K +$32.9K +770 +23%
MCM
45
MAI Capital Management
Ohio
$158K +$164K +3,846 New
Bank of America
46
Bank of America
North Carolina
$134K +$89.1K +2,089 +180%
SPIA
47
Steward Partners Investment Advisory
New York
$132K +$21.3K +500 +18%
NA
48
NewEdge Advisors
Louisiana
$121K +$22.8K +534 +22%
GRP
49
Global Retirement Partners
California
$117K +$1.15K +27 +1%
William Blair & Company
50
William Blair & Company
Illinois
$97.9K