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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%
Valeo Financial Advisors
52
Valeo Financial Advisors
Indiana
$351K – – –
Heck Capital Advisors
53
Heck Capital Advisors
Wisconsin
$341K -$7.85K -162 -2%
PFG Investments
54
PFG Investments
New York
$340K +$9.35K +193 +3%
Legacy Edge Advisors
55
Legacy Edge Advisors
New York
$315K -$14K -288 -5%
Mission Wealth Management
56
Mission Wealth Management
California
$301K – – –
Horizon Wealth Management
57
Horizon Wealth Management
Illinois
$298K +$273K +5,643 New
Savant Capital
58
Savant Capital
Illinois
$295K -$97 -2 -0%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$284K +$6.74K +139 +3%
Veracity Capital
60
Veracity Capital
Georgia
$258K +$237K +4,884 New
Tribridge Partners Financial
61
Tribridge Partners Financial
Maryland
$224K +$211K +4,352 New
Stratos Wealth Partners
62
Stratos Wealth Partners
Ohio
$208K +$191K +3,942 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$202K – – –
Smithfield Trust
64
Smithfield Trust
Pennsylvania
$195K – – –
Birchwood Financial Partners
65
Birchwood Financial Partners
Minnesota
$160K +$51.6K +1,064 +54%
Steward Partners Investment Advisory
66
Steward Partners Investment Advisory
New York
$158K – – –
William Blair & Company
67
William Blair & Company
Illinois
$145K – – –
Cherry Tree Wealth Management
68
Cherry Tree Wealth Management
Minnesota
$124K +$28.2K +581 +33%
MCF Advisors
69
MCF Advisors
Kentucky
$120K – – –
Milestone Investment Advisors
70
Milestone Investment Advisors
Wisconsin
$114K – – –
GGM Financials
71
GGM Financials
Ohio
$106K +$97K +2,002 New
Global Retirement Partners
72
Global Retirement Partners
California
$103K +$94.8K +1,956 New
Farther Finance Advisors
73
Farther Finance Advisors
California
$78.3K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$70.8K -$145 -3 -0.2%
RL
75
Rogco LP
Oklahoma
$70.6K – – –