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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gould Asset Management
California
$370K +$3.11K +75 +0.9%
PAG
27
Private Advisor Group
New Jersey
$341K +$3.03K +73 +0.9%
MWM
28
Mission Wealth Management
California
$339K -$2.69K -65 -0.8%
SFC
29
Sprinkle Financial Consultants
Colorado
$334K +$1.16K +28 +0.4%
TFO
30
Tarbox Family Office
California
$320K
ACM
31
Armbruster Capital Management
New York
$313K +$27.7K +667 +10%
VFA
32
Valeo Financial Advisors
Indiana
$309K +$871 +21 +0.3%
BRIA
33
Balanced Rock Investment Advisors
Massachusetts
$302K -$5.14K -124 -2%
B
34
Birchbrook
Maine
$297K -$17.2K -416 -6%
Creative Planning
35
Creative Planning
Kansas
$295K
AIM
36
Archer Investment Management
Texas
$291K -$65.6K -1,583 -19%
RSWM
37
Robertson Stephens Wealth Management
California
$289K -$8.13K -196 -3%
SC
38
Savant Capital
Illinois
$287K +$280K +6,746 New
HCA
39
Heck Capital Advisors
Wisconsin
$275K -$705 -17 -0.3%
MCM
40
MAI Capital Management
Ohio
$274K -$2.11K -51 -0.8%
LEA
41
Legacy Edge Advisors
New York
$271K +$1.87K +45 +0.7%
MML Investors Services
42
MML Investors Services
Massachusetts
$268K -$46.9K -1,131 -15%
PI
43
PFG Investments
New York
$265K +$871 +21 +0.3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$240K -$26.7K -645 -10%
Osaic Holdings
45
Osaic Holdings
Arizona
$235K -$15.6K -376 -6%
BFS
46
Bradley Foster & Sargent
Connecticut
$226K
SWP
47
Stratos Wealth Partners
Ohio
$225K +$622 +15 +0.3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$211K -$16.3K -393 -7%
NP
49
NorthRock Partners
Minnesota
$208K +$202K +4,879 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$164K +$160K +3,862 New