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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$360K +$77.2K +1,593 +30%
VFA
52
Valeo Financial Advisors
Indiana
$351K
HCA
53
Heck Capital Advisors
Wisconsin
$341K -$7.85K -162 -2%
PI
54
PFG Investments
New York
$340K +$9.35K +193 +3%
LEA
55
Legacy Edge Advisors
New York
$315K -$14K -288 -5%
MWM
56
Mission Wealth Management
California
$301K
HWM
57
Horizon Wealth Management
Illinois
$298K +$273K +5,643 New
SC
58
Savant Capital
Illinois
$295K -$97 -2 -0%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$284K +$6.74K +139 +3%
VC
60
Veracity Capital
Georgia
$258K +$237K +4,884 New
TPF
61
Tribridge Partners Financial
Maryland
$224K +$211K +4,352 New
SWP
62
Stratos Wealth Partners
Ohio
$208K +$191K +3,942 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$202K
ST
64
Smithfield Trust
Pennsylvania
$195K
BFP
65
Birchwood Financial Partners
Minnesota
$160K +$51.6K +1,064 +54%
SPIA
66
Steward Partners Investment Advisory
New York
$158K
William Blair & Company
67
William Blair & Company
Illinois
$145K
MA
68
MCF Advisors
Kentucky
$120K
MIA
69
Milestone Investment Advisors
Wisconsin
$114K
GF
70
GGM Financials
Ohio
$106K +$97K +2,002 New
GRP
71
Global Retirement Partners
California
$103K +$94.8K +1,956 New
FFA
72
Farther Finance Advisors
California
$78.3K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$70.8K -$145 -3 -0.2%
RL
74
Rogco LP
Oklahoma
$70.6K
GSWM
75
Golden State Wealth Management
California
$53.1K +$145 +3 +0.3%