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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
76
Meramec Financial Planners
Missouri
$52K +$145 +3 +0.3%
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$48.5K
OAG
78
Oakmont Advisory Group
New Mexico
$46.5K +$42.7K +882 New
HWP
79
Highline Wealth Partners
California
$42.7K
MWA
80
Medallion Wealth Advisors
Connecticut
$42.4K +$194 +4 +0.6%
GKIM
81
GW&K Investment Management
Massachusetts
$33K
KFI
82
Key Financial Inc
Pennsylvania
$32.2K
GIA
83
GHP Investment Advisors
Colorado
$29.1K +$97 +2 +0.4%
SW
84
StrongBox Wealth
Missouri
$25.4K +$23.4K +482 New
HDIM
85
Hanson & Doremus Investment Management
Vermont
$24K -$1.79K -37 -7%
DF
86
Dunhill Financial
United Kingdom
$21.8K
AAP
87
Arax Advisory Partners
Colorado
$21.5K +$7.27K +150 +58%
CA
88
Clearstead Advisors
Ohio
$20.4K +$18.7K +386 New
GFA
89
Godfrey Financial Associates
New York
$18K +$11.6K +239 +232%
IWC
90
Integrated Wealth Concepts
Massachusetts
$10.6K +$9.69K +200 New
1NWS
91
1 North Wealth Services
Maryland
$10K
SAM
92
Smartleaf Asset Management
Massachusetts
$7.63K
WT
93
Whittier Trust
California
$7.5K
TCM
94
Triumph Capital Management
Colorado
$6.49K
C
95
Covestor
United Kingdom
$5K
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5K
NA
97
NewEdge Advisors
Louisiana
$3.85K
MEG
98
Millstone Evans Group
Colorado
$2.58K +$1.26K +26 +113%
SWM
99
Spire Wealth Management
Virginia
$2.06K
AssetMark Inc
100
AssetMark Inc
California
$422 +$388 +8 New