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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
226
Carr Financial Group
Massachusetts
$355K -$3.02K -75 -0.9%
FF
227
Financial Futures
New Jersey
$353K +$340K +8,449 New
AF
228
Advisornet Financial
Minnesota
$352K +$4.3K +107 +1%
WCF
229
West Coast Financial
California
$346K – – –
CAL
230
Capital Analysts LLC
Pennsylvania
$340K +$1.53K +38 +0.5%
JFA
231
JNBA Financial Advisors
Minnesota
$338K -$106K -2,638 -25%
CFGS
232
Concourse Financial Group Securities
Alabama
$334K +$15.7K +391 +5%
OWA
233
One Wealth Advisors
California
$333K -$71.3K -1,774 -18%
SPIA
234
Steward Partners Investment Advisory
New York
$329K +$4.3K +107 +1%
SFP
235
Sandbox Financial Partners
Maryland
$325K +$312K +7,768 New
SP
236
SWS Partners
Ohio
$323K +$19.1K +476 +7%
DC
237
Davenport & Co
Virginia
$322K +$83.9K +2,088 +37%
HBT
238
Hills Bank & Trust
Iowa
$312K -$2.01K -50 -0.7%
JFGLC
239
Johnson Financial Group LLC (Colorado)
Colorado
$308K – – –
GWA
240
GGM Wealth Advisors
Maryland
$306K +$41.3K +1,027 +16%
BHIA
241
Birch Hill Investment Advisors
Massachusetts
$296K +$19.7K +490 +7%
JBA
242
Johnson Bixby & Associates
Washington
$293K -$81.1K -2,017 -22%
UAS
243
United Asset Strategies
New York
$292K -$16K -397 -5%
UCFA
244
United Capital Financial Advisors
Texas
$291K -$28.2K -701 -9%
BFA
245
BBJS Financial Advisors
Washington
$287K +$884 +22 +0.3%
FG
246
Foster Group
Iowa
$286K +$23.5K +585 +9%
FA
247
Flagstar Advisors
New York
$286K -$4.94K -123 -2%
PFA
248
Pathway Financial Advisors
Vermont
$285K -$103K -2,572 -27%
KWM
249
Kingsview Wealth Management
Oregon
$284K +$1.13K +28 +0.4%
CFA
250
CWS Financial Advisors
Michigan
$284K +$603 +15 +0.2%
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10
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