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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
76
McIlrath & Eck
Washington
$31.1K +$45 +1 +0.1%
MWA
77
Medallion Wealth Advisors
Connecticut
$30.9K +$1.16K +26 +4%
GKIM
78
GW&K Investment Management
Massachusetts
$27K +$28.2K +631 New
KFI
79
Key Financial Inc
Pennsylvania
$26.6K
UBS Group
80
UBS Group
Switzerland
$26.1K +$23K +514 +605%
GIA
81
GHP Investment Advisors
Colorado
$24K
HDIM
82
Hanson & Doremus Investment Management
Vermont
$22K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$21.4K
DF
84
Dunhill Financial
United Kingdom
$18K
Morgan Stanley
85
Morgan Stanley
New York
$12.8K -$45 -1 -0.3%
AAP
86
Arax Advisory Partners
Colorado
$11.2K
1NWS
87
1 North Wealth Services
Maryland
$8.27K
WT
88
Whittier Trust
California
$6.37K
SAM
89
Smartleaf Asset Management
Massachusetts
$6.18K
TCM
90
Triumph Capital Management
Colorado
$5.36K
GFA
91
Godfrey Financial Associates
New York
$4.48K
C
92
Covestor
United Kingdom
$4K -$45 -1 -1%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$4K
NA
94
NewEdge Advisors
Louisiana
$3.18K -$900K -20,135 -100%
SWM
95
Spire Wealth Management
Virginia
$1.7K
MEG
96
Millstone Evans Group
Colorado
$1K
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
-$2.6M -61,031 Closed
AIM
98
Archer Investment Management
Texas
-$264K -6,191 Closed
KAS
99
Kestra Advisory Services
Texas
-$60.3K -1,416 Closed
Bank of America
100
Bank of America
North Carolina
-$48.1K -1,130 Closed