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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$89.5K
MA
52
MCF Advisors
Kentucky
$85.8K
WTFG
53
Wood Tarver Financial Group
Idaho
$85.3K
Bank of America
54
Bank of America
North Carolina
$83.7K -$41.4K -1,025 -32%
MIA
55
Milestone Investment Advisors
Wisconsin
$81.6K
CTWM
56
Cherry Tree Wealth Management
Minnesota
$80K
AIA
57
Armor Investment Advisors
North Carolina
$72.4K
PS
58
Principal Securities
Iowa
$65.8K
RDFA
59
Ritter Daniher Financial Advisory
Ohio
$39.8K +$42.8K +1,059 New
MWA
60
Medallion Wealth Advisors
Connecticut
$37.7K +$848 +21 +2%
PWA
61
Physician Wealth Advisors
Utah
$35.4K -$242 -6 -0.6%
DF
62
Dunhill Financial
United Kingdom
$34.5K +$37K +917 New
ST
63
Smithfield Trust
Pennsylvania
$32K
CWM
64
Compass Wealth Management
Connecticut
$30.1K +$20.2K +500 +167%
BTI
65
Blue Trust Inc
Georgia
$24.6K +$2.34K +58 +10%
KFI
66
Key Financial Inc
Pennsylvania
$23K
HI
67
Harbour Investments
Wisconsin
$22.7K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$20.7K -$2.46K -61 -10%
GIA
69
GHP Investment Advisors
Colorado
$20.5K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$18K
HDIM
71
Hanson & Doremus Investment Management
Vermont
$18K
WFA
72
Wells Financial Advisors
Massachusetts
$15.1K
AAP
73
Arax Advisory Partners
Colorado
$9.67K +$10.4K +257 New
AA
74
Addison Advisors
Vermont
$9.22K -$14.3K -355 -59%
1NWS
75
1 North Wealth Services
Maryland
$7.15K +$7.68K +190 New