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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MCF Advisors
Kentucky
$93.8K
WTFG
52
Wood Tarver Financial Group
Idaho
$93K +$96.7K +2,266 New
MIA
53
Milestone Investment Advisors
Wisconsin
$89.3K
CTWM
54
Cherry Tree Wealth Management
Minnesota
$87.4K
AIA
55
Armor Investment Advisors
North Carolina
$79.1K +$4.27K +100 +5%
PS
56
Principal Securities
Iowa
$65.8K
MWA
57
Medallion Wealth Advisors
Connecticut
$40.3K +$41.8K +979 New
PWA
58
Physician Wealth Advisors
Utah
$39K +$40.4K +947 New
ST
59
Smithfield Trust
Pennsylvania
$36K -$7.64K -179 -17%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$25.1K +$26.1K +611 New
KFI
61
Key Financial Inc
Pennsylvania
$25.1K +$26K +610 New
HI
62
Harbour Investments
Wisconsin
$24.8K
AA
63
Addison Advisors
Vermont
$24.7K
BTI
64
Blue Trust Inc
Georgia
$24.5K
GIA
65
GHP Investment Advisors
Colorado
$22.4K +$256 +6 +1%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$20K +$213 +5 +1%
HDIM
67
Hanson & Doremus Investment Management
Vermont
$19K
WFA
68
Wells Financial Advisors
Massachusetts
$16.5K
CWM
69
Compass Wealth Management
Connecticut
$12.3K
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$6K
WT
71
Whittier Trust
California
$5.92K +$6.14K +144 New
VHAM
72
Van Hulzen Asset Management
California
$5.22K +$5.42K +127 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$4K
SWM
74
Spire Wealth Management
Virginia
$1.6K
C
75
Covestor
United Kingdom
$1K -$171 -4 -14%