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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.93M +$1.95M +50,000 New
Franklin Resources
2
Franklin Resources
California
$1.41M +$487K +12,497 +52%
Jane Street
3
Jane Street
New York
$578K -$737K -18,899 -56%
Goldman Sachs
4
Goldman Sachs
New York
$438K
BFO
5
Biltmore Family Office
North Carolina
$385K +$390K +10,000 New
CA
6
Cetera Advisors
Colorado
$280K
Osaic Holdings
7
Osaic Holdings
Arizona
$90K -$975 -25 -1%
JFA
8
JNBA Financial Advisors
Minnesota
$78K +$57.1K +1,463 +265%
AIA
9
Armor Investment Advisors
North Carolina
$44K +$44.3K +1,136 New
APA
10
American Portfolios Advisors
New York
$26.1K +$16.7K +427 +171%
EIP
11
Ellis Investment Partners
Pennsylvania
$2K +$2.07K +53 New
UBS Group
12
UBS Group
Switzerland
$1K +$1.48K +38 New
Citadel Advisors
13
Citadel Advisors
Florida
-$335K -8,409 Closed