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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$128K +$41.5K +1,000 +50%
GRP
52
Global Retirement Partners
California
$122K +$415 +10 +0.3%
William Blair & Company
53
William Blair & Company
Illinois
$101K
MA
54
MCF Advisors
Kentucky
$97K
MIA
55
Milestone Investment Advisors
Wisconsin
$92.4K
CTWM
56
Cherry Tree Wealth Management
Minnesota
$75.3K -$14.7K -355 -17%
AIA
57
Armor Investment Advisors
North Carolina
$54.2K -$26.9K -650 -34%
ST
58
Smithfield Trust
Pennsylvania
$43K
PWA
59
Physician Wealth Advisors
Utah
$42.9K
Bank of America
60
Bank of America
North Carolina
$39.5K +$456 +11 +1%
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$35.6K -$9.2K -222 -21%
BTI
62
Blue Trust Inc
Georgia
$27.9K
KFI
63
Key Financial Inc
Pennsylvania
$26K
MWA
64
Medallion Wealth Advisors
Connecticut
$25.4K
GIA
65
GHP Investment Advisors
Colorado
$23.4K +$83 +2 +0.4%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$21K +$83 +2 +0.4%
HDIM
67
Hanson & Doremus Investment Management
Vermont
$21K +$912 +22 +5%
PS
68
Principal Securities
Iowa
$19.6K -$1.99K -48 -9%
DF
69
Dunhill Financial
United Kingdom
$17.6K -$7.59K -183 -31%
TIM
70
Tortoise Investment Management
New York
$17K
ME
71
McIlrath & Eck
Washington
$15K +$14.6K +352 New
Morgan Stanley
72
Morgan Stanley
New York
$12.5K
AA
73
Addison Advisors
Vermont
$10.4K
GWSG
74
GPS Wealth Strategies Group
Colorado
$8.85K +$2.4K +58 +39%
1NWS
75
1 North Wealth Services
Maryland
$8.09K