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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Golden State Wealth Management
76
Golden State Wealth Management
California
$53.1K +$145 +3 +0.3%
Meramec Financial Planners
77
Meramec Financial Planners
Missouri
$52K +$145 +3 +0.3%
Ritter Daniher Financial Advisory
78
Ritter Daniher Financial Advisory
Ohio
$48.5K – – –
Oakmont Advisory Group
79
Oakmont Advisory Group
New Mexico
$46.5K +$42.7K +882 New
Highline Wealth Partners
80
Highline Wealth Partners
California
$42.7K – – –
Medallion Wealth Advisors
81
Medallion Wealth Advisors
Connecticut
$42.4K +$194 +4 +0.6%
GW&K Investment Management
82
GW&K Investment Management
Massachusetts
$33K – – –
Key Financial Inc
83
Key Financial Inc
Pennsylvania
$32.2K – – –
GHP Investment Advisors
84
GHP Investment Advisors
Colorado
$29.2K +$97 +2 +0.4%
StrongBox Wealth
85
StrongBox Wealth
Missouri
$25.4K +$23.4K +482 New
Hanson & Doremus Investment Management
86
Hanson & Doremus Investment Management
Vermont
$24K -$1.79K -37 -7%
Dunhill Financial
87
Dunhill Financial
United Kingdom
$21.8K – – –
Arax Advisory Partners
88
Arax Advisory Partners
Colorado
$21.5K +$7.27K +150 +58%
Clearstead Advisors
89
Clearstead Advisors
Ohio
$20.4K +$18.7K +386 New
Godfrey Financial Associates
90
Godfrey Financial Associates
New York
$18K +$11.6K +239 +232%
1 North Wealth Services
91
1 North Wealth Services
Maryland
$10K – – –
Smartleaf Asset Management
92
Smartleaf Asset Management
Massachusetts
$7.63K – – –
Whittier Trust
93
Whittier Trust
California
$7.5K – – –
Triumph Capital Management
94
Triumph Capital Management
Colorado
$6.49K – – –
Covestor
95
Covestor
United Kingdom
$5K – – –
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5K – – –
NewEdge Advisors
97
NewEdge Advisors
Louisiana
$3.85K – – –
Millstone Evans Group
98
Millstone Evans Group
Colorado
$2.58K +$1.26K +26 +113%
Spire Wealth Management
99
Spire Wealth Management
Virginia
$2.06K – – –
AssetMark Inc
100
AssetMark Inc
California
$422 +$388 +8 New