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iShares ESG Screened S&P Small-Cap ETF
XJR

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$1.95M +$593K +15,790 +46%
Franklin Resources
2
Franklin Resources
California
$1.84M +$30.2K +805 +2%
B
3
Bailard
California
$1.53M +$277K +7,368 +23%
MWM
4
Merriman Wealth Management
Washington
$1.46M -$127K -3,381 -8%
BRIA
5
Balanced Rock Investment Advisors
Massachusetts
$1.43M +$569K +15,156 +71%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.41M +$65K +1,731 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.14M +$1.09M +29,071 New
BMD
8
Better Money Decisions
New Mexico
$919K -$225 -6 -0%
APP
9
Avantax Planning Partners
Iowa
$687K +$938 +25 +0.1%
JFA
10
JNBA Financial Advisors
Minnesota
$680K +$175K +4,663 +37%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$636K +$610K +16,241 New
APW
12
Atlantic Private Wealth
North Carolina
$625K +$300 +8 +0.1%
BFO
13
Biltmore Family Office
North Carolina
$624K – – –
CA
14
Cetera Advisors
Colorado
$569K -$79.9K -2,130 -13%
CFGA
15
Cambridge Financial Group (Arizona)
Arizona
$479K – – –
Goldman Sachs
16
Goldman Sachs
New York
$470K +$23.3K +622 +5%
DADC
17
D.A. Davidson & Co
Montana
$437K +$45.4K +1,209 +12%
PFA
18
Pathway Financial Advisors
Vermont
$386K +$370K +9,848 New
LPL Financial
19
LPL Financial
California
$370K -$263K -6,999 -43%
GAM
20
Gould Asset Management
California
$335K +$52.2K +1,390 +19%
HF
21
HRT Financial
New York
$319K +$306K +8,156 New
MML Investors Services
22
MML Investors Services
Massachusetts
$301K +$288K +7,685 New
HCA
23
Heck Capital Advisors
Wisconsin
$278K -$1.39K -37 -0.5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$275K -$46.8K -1,248 -15%
ACM
25
Armbruster Capital Management
New York
$274K +$26.3K +700 +11%
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