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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
226
Financial Futures
New Jersey
$353K +$340K +8,449 New
AF
227
Advisornet Financial
Minnesota
$352K +$4.3K +107 +1%
WCF
228
West Coast Financial
California
$346K – – –
CAL
229
Capital Analysts LLC
Pennsylvania
$340K +$1.53K +38 +0.5%
JFA
230
JNBA Financial Advisors
Minnesota
$338K -$106K -2,638 -25%
CFGS
231
Concourse Financial Group Securities
Alabama
$334K +$15.7K +391 +5%
OWA
232
One Wealth Advisors
California
$333K -$71.3K -1,774 -18%
SPIA
233
Steward Partners Investment Advisory
New York
$329K +$4.3K +107 +1%
SFP
234
Sandbox Financial Partners
Maryland
$325K +$312K +7,768 New
SP
235
SWS Partners
Ohio
$323K +$19.1K +476 +7%
DC
236
Davenport & Co
Virginia
$322K +$83.9K +2,088 +37%
HBT
237
Hills Bank & Trust
Iowa
$312K -$2.01K -50 -0.7%
JFGLC
238
Johnson Financial Group LLC (Colorado)
Colorado
$308K – – –
GWA
239
GGM Wealth Advisors
Maryland
$306K +$41.3K +1,027 +16%
BHIA
240
Birch Hill Investment Advisors
Massachusetts
$296K +$19.7K +490 +7%
JBA
241
Johnson Bixby & Associates
Washington
$293K -$81.1K -2,017 -22%
UAS
242
United Asset Strategies
New York
$292K -$16K -397 -5%
UCFA
243
United Capital Financial Advisors
Texas
$291K -$28.2K -701 -9%
BFA
244
BBJS Financial Advisors
Washington
$287K +$884 +22 +0.3%
FG
245
Foster Group
Iowa
$286K +$23.5K +585 +9%
FA
246
Flagstar Advisors
New York
$286K -$4.94K -123 -2%
PFA
247
Pathway Financial Advisors
Vermont
$285K -$103K -2,572 -27%
KWM
248
Kingsview Wealth Management
Oregon
$284K +$1.13K +28 +0.4%
CFA
249
CWS Financial Advisors
Michigan
$284K +$603 +15 +0.2%
PA
250
Pinnacle Associates
New York
$280K -$11.9K -295 -4%
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10
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