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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
226
American Trust
Kentucky
$311K +$25K +702 +8%
JBA
227
Johnson Bixby & Associates
Washington
$307K -$5.66K -159 -2%
FHA
228
First Horizon Advisors
Tennessee
$305K -$108K -3,043 -25%
TRCT
229
Tower Research Capital (TRC)
New York
$303K -$72.3K -2,031 -18%
NYLIM
230
New York Life Investment Management
New York
$302K +$319K +8,973 New
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$299K +$96.6K +2,714 +44%
PPW
232
Presilium Private Wealth
Pennsylvania
$298K +$316K +8,868 New
PSCM
233
Per Stirling Capital Management
Texas
$295K +$30.6K +861 +11%
BBA
234
BLB&B Advisors
Pennsylvania
$293K -$115K -3,227 -27%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$47.8K -1,342 -13%
OWA
236
Opal Wealth Advisors
New York
$290K -$49.5K -1,392 -14%
WCF
237
West Coast Financial
California
$287K – – –
1SB
238
1ST Source Bank
Indiana
$285K -$2.31K -65 -0.8%
CFG
239
Carr Financial Group
Massachusetts
$284K – – –
OWM
240
Opes Wealth Management
California
$281K +$297K +8,344 New
CAL
241
Capital Analysts LLC
Pennsylvania
$280K -$40.2K -1,128 -12%
HG
242
Harbor Group
New Hampshire
$278K +$294K +8,265 New
CS
243
Credit Suisse
Switzerland
$271K +$287K +8,067 New
PP
244
PrairieView Partners
Minnesota
$268K -$819 -23 -0.3%
FA
245
Fountainhead AM
New Jersey
$267K +$21.1K +593 +8%
SFO
246
Stokes Family Office
Louisiana
$264K – – –
MCWS
247
McKinley Carter Wealth Services
West Virginia
$260K +$1.39K +39 +0.5%
UCFA
248
United Capital Financial Advisors
Texas
$257K -$5.09K -143 -2%
HBT
249
Hills Bank & Trust
Iowa
$253K – – –
AFAS
250
Acorn Financial Advisory Services
Virginia
$245K – – –
8 9
10
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