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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFM
26
Eley Financial Management
Vermont
$383K +$5.98K +160 +2%
GAM
27
Gould Asset Management
California
$341K
AIM
28
Archer Investment Management
Texas
$333K -$64.6K -1,730 -17%
MWM
29
Mission Wealth Management
California
$318K +$300K +8,033 New
PAG
30
Private Advisor Group
New Jersey
$314K +$8.74K +234 +3%
SFC
31
Sprinkle Financial Consultants
Colorado
$310K +$1.12K +30 +0.4%
TFO
32
Tarbox Family Office
California
$298K -$15.9K -425 -5%
MML Investors Services
33
MML Investors Services
Massachusetts
$294K -$25.7K -687 -8%
B
34
Birchbrook
Maine
$293K +$63K +1,687 +30%
VFA
35
Valeo Financial Advisors
Indiana
$286K +$7.92K +212 +3%
BRIA
36
Balanced Rock Investment Advisors
Massachusetts
$286K -$715K -19,153 -73%
RSWM
37
Robertson Stephens Wealth Management
California
$277K +$261K +6,992 New
Creative Planning
38
Creative Planning
Kansas
$275K +$259K +6,941 New
VC
39
Veracity Capital
Georgia
$269K +$1.34K +36 +0.5%
ACM
40
Armbruster Capital Management
New York
$265K +$26.5K +709 +12%
OL
41
Optas LLC
Texas
$260K +$14K +375 +6%
HCA
42
Heck Capital Advisors
Wisconsin
$257K +$7.99K +214 +3%
MCM
43
MAI Capital Management
Ohio
$256K +$47.8K +1,280 +25%
LEA
44
Legacy Edge Advisors
New York
$250K -$51.4K -1,377 -18%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$249K -$69.5K -1,860 -23%
PI
46
PFG Investments
New York
$246K +$784 +21 +0.3%
Jane Street
47
Jane Street
New York
$245K -$336K -9,008 -59%
Osaic Holdings
48
Osaic Holdings
Arizona
$233K +$30.7K +823 +16%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$211K -$87.2K -2,335 -30%
BFS
50
Bradley Foster & Sargent
Connecticut
$210K +$198K +5,304 New