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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PFG Investments
New York
$272K
OL
52
Optas LLC
Texas
$259K +$266K +5,956 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$253K +$259K +5,802 New
MWM
54
Mission Wealth Management
California
$248K -$92.1K -2,061 -27%
SC
55
Savant Capital
Illinois
$243K -$39.6K -885 -14%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$230K +$215K +4,810 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$229K +$17.4K +390 +8%
MML Investors Services
58
MML Investors Services
Massachusetts
$227K -$50.8K -1,136 -18%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$167K
ST
60
Smithfield Trust
Pennsylvania
$159K +$114K +2,558 +228%
SPIA
61
Steward Partners Investment Advisory
New York
$131K
William Blair & Company
62
William Blair & Company
Illinois
$120K +$15K +335 +14%
MA
63
MCF Advisors
Kentucky
$99.3K
MIA
64
Milestone Investment Advisors
Wisconsin
$94.5K
BFP
65
Birchwood Financial Partners
Minnesota
$85.7K +$45.6K +1,020 +107%
CTWM
66
Cherry Tree Wealth Management
Minnesota
$77.1K
FFA
67
Farther Finance Advisors
California
$65.1K +$66.4K +1,485 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$58.6K +$56.8K +1,270 +1,693%
RL
69
Rogco LP
Oklahoma
$58.3K +$59.8K +1,338 New
MFP
70
Meramec Financial Planners
Missouri
$48.4K
GSWM
71
Golden State Wealth Management
California
$43.7K
RDFA
72
Ritter Daniher Financial Advisory
Ohio
$40K +$3.67K +82 +10%
CI
73
Corient IA
Florida
$39.2K +$40.2K +900 New
HWP
74
Highline Wealth Partners
California
$35.3K
BTI
75
Blue Trust Inc
Georgia
$33.4K +$5.05K +113 +17%