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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$435K +$161K +3,790 +59%
Lido Advisors
27
Lido Advisors
California
$410K +$14.3K +338 +4%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$379K +$76.9K +1,811 +26%
GAM
29
Gould Asset Management
California
$370K
PAG
30
Private Advisor Group
New Jersey
$343K +$1.32K +31 +0.4%
SFC
31
Sprinkle Financial Consultants
Colorado
$336K +$1.36K +32 +0.4%
MWM
32
Mission Wealth Management
California
$331K -$8.66K -204 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$314K +$78.4K +1,847 +33%
ACM
34
Armbruster Capital Management
New York
$313K
TFO
35
Tarbox Family Office
California
$312K -$8.19K -193 -3%
VFA
36
Valeo Financial Advisors
Indiana
$310K +$594 +14 +0.2%
B
37
Birchbrook
Maine
$309K +$12.1K +284 +4%
Creative Planning
38
Creative Planning
Kansas
$294K -$1.82K -43 -0.6%
HCA
39
Heck Capital Advisors
Wisconsin
$290K +$14.3K +336 +5%
RSWM
40
Robertson Stephens Wealth Management
California
$289K
SC
41
Savant Capital
Illinois
$276K -$11.4K -269 -4%
COCM
42
Charter Oak Capital Management
New Hampshire
$276K +$275K +6,473 New
LEA
43
Legacy Edge Advisors
New York
$271K
MML Investors Services
44
MML Investors Services
Massachusetts
$271K +$2.63K +62 +1%
PI
45
PFG Investments
New York
$266K +$1.02K +24 +0.4%
AIM
46
Archer Investment Management
Texas
$264K -$27.8K -655 -10%
NP
47
NorthRock Partners
Minnesota
$228K +$20.1K +473 +10%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$207K -$3.52K -83 -2%
Brown Advisory
49
Brown Advisory
Maryland
$206K +$205K +4,827 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$163K -$1.49K -35 -0.9%