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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$48.5K -$5.72K -142 -11%
ST
52
Smithfield Trust
Pennsylvania
$44K
HI
53
Harbour Investments
Wisconsin
$25.3K
AA
54
Addison Advisors
Vermont
$25.1K
BTI
55
Blue Trust Inc
Georgia
$22.6K
GIA
56
GHP Investment Advisors
Colorado
$22.5K +$121 +3 +0.6%
HDIM
57
Hanson & Doremus Investment Management
Vermont
$20K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$20K +$81 +2 +0.4%
WFA
59
Wells Financial Advisors
Massachusetts
$16.7K -$3.3K -82 -17%
CWM
60
Compass Wealth Management
Connecticut
$12.5K
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$6K
JP Morgan Chase
62
JP Morgan Chase
New York
$5.43K -$27.7K -688 -84%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$4K
SWM
64
Spire Wealth Management
Virginia
$1.63K
C
65
Covestor
United Kingdom
$1K -$1.57K -39 -58%
Jane Street
66
Jane Street
New York
-$1.21M -31,920 Closed
Citadel Advisors
67
Citadel Advisors
Florida
-$1.02M -27,047 Closed
APP
68
Avantax Planning Partners
Iowa
-$664K -17,535 Closed
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
-$245K -6,472 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$35K -925 Closed
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
-$28.4K -750 Closed