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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$10.9K +$10.9K +257 New
AA
77
Addison Advisors
Vermont
$10.4K
1NWS
78
1 North Wealth Services
Maryland
$8.09K
WT
79
Whittier Trust
California
$6.36K
SAM
80
Smartleaf Asset Management
Massachusetts
$6.3K +$6.2K +146 New
TCM
81
Triumph Capital Management
Colorado
$5.24K +$5.22K +123 New
GFA
82
Godfrey Financial Associates
New York
$4.39K +$4.37K +103 New
C
83
Covestor
United Kingdom
$4K -$42 -1 -1%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4K
UBS Group
85
UBS Group
Switzerland
$3.62K +$3.52K +83 +4,150%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$3.18K -$806 -19 -20%
SWM
87
Spire Wealth Management
Virginia
$1.66K
MEG
88
Millstone Evans Group
Colorado
$979
Jane Street
89
Jane Street
New York
-$595K -13,974 Closed
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
-$240K -5,650 Closed
BFS
91
Bradley Foster & Sargent
Connecticut
-$226K -5,304 Closed
SWP
92
Stratos Wealth Partners
Ohio
-$225K -5,276 Closed
AIA
93
Armor Investment Advisors
North Carolina
-$54.2K -1,273 Closed
PS
94
Principal Securities
Iowa
-$19.6K -460 Closed
TIM
95
Tortoise Investment Management
New York
-$17K -400 Closed
GWSG
96
GPS Wealth Strategies Group
Colorado
-$8.85K -208 Closed