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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
226
Opal Wealth Advisors
New York
$359K +$8.29K +218 +3%
REMPR
227
Roof Eidam Maycock Peralta (REMP)
California
$358K – – –
PSCM
228
Per Stirling Capital Management
Texas
$356K +$533 +14 +0.2%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$356K +$26.5K +696 +9%
BBA
230
BLB&B Advisors
Pennsylvania
$349K -$61.1K -1,607 -16%
AWM
231
Apollon Wealth Management
South Carolina
$347K +$11.6K +305 +4%
FA
232
Fountainhead AM
New Jersey
$346K +$24K +632 +8%
CFG
233
Carr Financial Group
Massachusetts
$344K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$340K +$22.2K +583 +7%
PPW
235
Presilium Private Wealth
Pennsylvania
$339K -$13.4K -353 -4%
HG
236
Harbor Group
New Hampshire
$337K -$2.63K -69 -0.8%
WCF
237
West Coast Financial
California
$333K +$5.1K +134 +2%
CAMV
238
Concord Asset Management (Virginia)
Virginia
$321K -$72.2K -1,897 -19%
CFGS
239
Concourse Financial Group Securities
Alabama
$317K +$3.16K +83 +1%
SFO
240
Stokes Family Office
Louisiana
$316K – – –
PP
241
PrairieView Partners
Minnesota
$307K -$1.6K -42 -0.5%
SP
242
SWS Partners
Ohio
$304K +$33.3K +874 +13%
AF
243
Advisornet Financial
Minnesota
$304K -$28.3K -744 -9%
PA
244
Pinnacle Associates
New York
$303K +$6.77K +178 +2%
HBT
245
Hills Bank & Trust
Iowa
$303K +$38 +1 +0%
UCFA
246
United Capital Financial Advisors
Texas
$302K -$6.96K -183 -2%
SW
247
SVB Wealth
Massachusetts
$301K -$257K -6,767 -48%
UAS
248
United Asset Strategies
New York
$299K +$283K +7,436 New
BSW
249
Buckingham Strategic Wealth
Missouri
$298K +$282K +7,409 New
CAL
250
Capital Analysts LLC
Pennsylvania
$298K -$3.65K -96 -1%
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