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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
William Blair & Company
52
William Blair & Company
Illinois
$103K +$1.66K +39 +2%
MA
53
MCF Advisors
Kentucky
$97.1K
MIA
54
Milestone Investment Advisors
Wisconsin
$92.4K
GRP
55
Global Retirement Partners
California
$83K -$39.3K -927 -32%
CTWM
56
Cherry Tree Wealth Management
Minnesota
$75.4K
KAS
57
Kestra Advisory Services
Texas
$60.3K +$60.1K +1,416 New
Bank of America
58
Bank of America
North Carolina
$48.1K +$8.57K +202 +22%
ST
59
Smithfield Trust
Pennsylvania
$48K +$4.96K +117 +12%
MFP
60
Meramec Financial Planners
Missouri
$46.9K +$42.7K +1,007 New
GSWM
61
Golden State Wealth Management
California
$42.8K +$42.6K +1,004 New
BFP
62
Birchwood Financial Partners
Minnesota
$40.4K +$40.3K +949 New
PWA
63
Physician Wealth Advisors
Utah
$39.6K -$3.35K -79 -8%
RDFA
64
Ritter Daniher Financial Advisory
Ohio
$35.6K
HWP
65
Highline Wealth Partners
California
$34.5K +$34.4K +810 New
ME
66
McIlrath & Eck
Washington
$30.4K +$15.4K +362 +103%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$30.2K +$30.1K +710 New
MWA
68
Medallion Wealth Advisors
Connecticut
$29.1K +$3.69K +87 +15%
BTI
69
Blue Trust Inc
Georgia
$27.9K
KFI
70
Key Financial Inc
Pennsylvania
$26K
GIA
71
GHP Investment Advisors
Colorado
$23.5K +$85 +2 +0.4%
HDIM
72
Hanson & Doremus Investment Management
Vermont
$21K +$42 +1 +0.2%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$21K +$85 +2 +0.4%
DF
74
Dunhill Financial
United Kingdom
$17.6K
Morgan Stanley
75
Morgan Stanley
New York
$12.5K