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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
26
HeadInvest LLC
Maine
$544K -$2.23K -50 -0.4%
PFA
27
Pathway Financial Advisors
Vermont
$538K
CFGA
28
Cambridge Financial Group (Arizona)
Arizona
$529K
B
29
Birchbrook
Maine
$517K +$206K +4,614 +64%
Cerity Partners
30
Cerity Partners
New York
$512K -$77.6K -1,737 -13%
Mariner
31
Mariner
Kansas
$500K +$5.5K +123 +1%
Goldman Sachs
32
Goldman Sachs
New York
$496K +$760 +17 +0.1%
ADL
33
Asset Dedication LLC
California
$468K
Lido Advisors
34
Lido Advisors
California
$461K +$42.6K +953 +10%
RSWM
35
Robertson Stephens Wealth Management
California
$441K +$149K +3,338 +49%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$432K -$31.6K -706 -7%
MCM
37
MAI Capital Management
Ohio
$430K -$15.8K -354 -3%
DC
38
DeDora Capital
California
$413K +$424K +9,489 New
GAM
39
Gould Asset Management
California
$399K +$20.8K +465 +5%
BRIA
40
Balanced Rock Investment Advisors
Massachusetts
$397K +$8.76K +196 +2%
PAG
41
Private Advisor Group
New Jersey
$385K +$35.3K +790 +10%
SFC
42
Sprinkle Financial Consultants
Colorado
$343K
TFO
43
Tarbox Family Office
California
$332K +$12.4K +277 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$321K
ACM
45
Armbruster Capital Management
New York
$320K -$223 -5 -0.1%
NP
46
NorthRock Partners
Minnesota
$320K +$89.4K +2,000 +37%
COCM
47
Charter Oak Capital Management
New Hampshire
$298K +$17K +380 +6%
VFA
48
Valeo Financial Advisors
Indiana
$290K -$27.9K -625 -9%
HCA
49
Heck Capital Advisors
Wisconsin
$288K -$8.18K -183 -3%
LEA
50
Legacy Edge Advisors
New York
$273K -$5.23K -117 -2%