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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
226
TimeScale Financial
Massachusetts
$25K +$80 +2 +0.3%
NFG
227
Next Financial Group
Texas
$20K +$10.8K +272 +123%
AF
228
Advisornet Financial
Minnesota
$19K +$10.7K +269 +129%
TFS
229
TrustCore Financial Services
Tennessee
$18K +$17.3K +435 New
GWM
230
Geneos Wealth Management
Colorado
$17K – – –
S
231
SignatureFD
Georgia
$17K +$13.9K +349 +513%
RBA
232
Richard Bernstein Advisors
New York
$16K +$15.3K +385 New
IWP
233
IAG Wealth Partners
Wisconsin
$15K – – –
SWM
234
Spire Wealth Management
Virginia
$15K +$14.7K +370 New
EIP
235
Ellis Investment Partners
Pennsylvania
$13K – – –
LFG
236
Larson Financial Group
Missouri
$13K +$80 +2 +0.6%
GFPC
237
Global Financial Private Client
Florida
$10.5K +$6.32K +159 +161%
KFI
238
Key Financial Inc
Pennsylvania
$9K – – –
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$8K +$7.99K +201 New
LWP
240
Laurel Wealth Planning
Minnesota
$6K +$5.53K +139 New
LWM
241
Liberty Wealth Management
California
$6K +$5.85K +147 New
BWL
242
Bogart Wealth LLC
Virginia
$6K +$6.36K +160 New
CFFP
243
Center for Financial Planning
Michigan
$5K – – –
MA
244
MUFG Americas
New York
$5K +$5.05K +127 New
FRA
245
Front Row Advisors
California
$3K +$3.58K +90 New
LGWM
246
Litman Gregory Wealth Management
California
$2.88K -$1.14M -28,574 -91%
FIG
247
FundX Investment Group
California
$2.32K +$1.18M +29,561 New
NFSG
248
Newbridge Financial Services Group
Florida
$2K – – –
GRP
249
Global Retirement Partners
California
$2K +$676 +17 +39%
POIA
250
Pin Oak Investment Advisors
Texas
$2K +$1.99K +50 New
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