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iShares ESG Aware MSCI USA Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brook Hart Presilium Private Wealth LLC | 10,145 | $355,949.77 | $544,989.4 | $189,039.63 | 53.11% |
 Mark Mowrey Signature Resources Capital Management LLC | 33 | $1,254.36 | $1,772.76 | $518.4 | 41.33% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 6,114 | $277,208.19 | $328,444.08 | $51,235.89 | 18.48% |
 David Hunter Horizons Wealth Management | 2,014 | $76,552.14 | $108,192.08 | $31,639.94 | 41.33% |
 Rachel Faulk Cape Investment Advisory Inc. | 436 | $24,385 | $23,421.92 | -$963.08 | -3.95% |
 Mariana Coli Dunhill Financial LLC | 14,869 | $551,453.16 | $826,419.02 | $274,965.86 | 49.86% |
 Stephen Cheifetz Kades & Cheifetz LLC | 5,389 | $205,038.18 | $289,497.08 | $84,458.9 | 41.19% |
 Sheryl Stephens Stephens Consulting LLC | 1,980 | $76,051.33 | $106,365.6 | $30,314.27 | 39.86% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 8,760 | $409,477.18 | $470,587.2 | $61,110.02 | 14.92% |
 Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,775 | $211,147 | $202,793 | -$8,354 | -3.96% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 612 | $31,632.36 | $34,663.68 | $3,031.32 | 9.58% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 6,210 | $269,762.67 | $333,601.2 | $63,838.53 | 23.66% |
| PIL PFG Investments LLC PFG Investments LLC | 36,835 | $1.82M | $1.98M | $161,353.25 | 8.88% |
| AW Ariel Weisbard Values Added Financial LLC | 28,527 | $1.2M | $1.53M | $328,806.51 | 27.32% |
 Scott Boyce Decker Retirement Planning Inc. | 76,149 | $3.31M | $4.09M | $783,173.48 | 23.68% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 360 | $12,237 | $19,339.2 | $7,102.2 | 58.04% |
 Brett Pohl Invera Wealth Advisors, LLC | 34,121 | $1.31M | $1.83M | $526,325.9 | 40.28% |
 Benjamin J. Jones National Wealth Management Group, LLC | 6,370 | $272,423.38 | $342,196.4 | $69,773.02 | 25.61% |
 Courtney Holt Compound Planning, Inc. | 20,616 | $896,776.28 | $1.11M | $210,715.24 | 23.5% |
 Katherine Stoner Empower Advisory Group, LLC | 15,792 | $607,383.57 | $881,983.2 | $274,599.63 | 45.21% |
