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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Parkworth Wealth Management
California
$209K +$747 +20 +0.4%
SWP
52
Stratos Wealth Partners
Ohio
$208K +$196K +5,261 New
GRP
53
Global Retirement Partners
California
$113K +$107K +2,867 New
UBS Group
54
UBS Group
Switzerland
$109K -$70.3K -1,881 -40%
William Blair & Company
55
William Blair & Company
Illinois
$94.1K
MA
56
MCF Advisors
Kentucky
$90.2K
WTFG
57
Wood Tarver Financial Group
Idaho
$89K
MIA
58
Milestone Investment Advisors
Wisconsin
$85.8K
CTWM
59
Cherry Tree Wealth Management
Minnesota
$84K
SPIA
60
Steward Partners Investment Advisory
New York
$79.1K -$45K -1,204 -38%
AIA
61
Armor Investment Advisors
North Carolina
$76.1K
RDFA
62
Ritter Daniher Financial Advisory
Ohio
$41.9K
ST
63
Smithfield Trust
Pennsylvania
$41K +$5.23K +140 +16%
PWA
64
Physician Wealth Advisors
Utah
$39.9K +$2.5K +67 +7%
Bank of America
65
Bank of America
North Carolina
$36.3K -$48.9K -1,308 -59%
BTI
66
Blue Trust Inc
Georgia
$25.9K
KFI
67
Key Financial Inc
Pennsylvania
$24.1K
MWA
68
Medallion Wealth Advisors
Connecticut
$23.9K -$15.1K -403 -40%
DF
69
Dunhill Financial
United Kingdom
$23.6K -$12K -321 -35%
GIA
70
GHP Investment Advisors
Colorado
$21.6K +$75 +2 +0.4%
HI
71
Harbour Investments
Wisconsin
$21.3K -$2.46K -66 -11%
PS
72
Principal Securities
Iowa
$20.1K -$40.7K -1,091 -68%
HDIM
73
Hanson & Doremus Investment Management
Vermont
$19K +$37 +1 +0.2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$19K +$75 +2 +0.4%
TIM
75
Tortoise Investment Management
New York
$15.8K +$14.9K +400 New