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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
226
McKinley Carter Wealth Services
West Virginia
$391K +$11.9K +276 +3%
DC
227
Davenport & Co
Virginia
$390K +$67.8K +1,568 +20%
PP
228
PrairieView Partners
Minnesota
$388K -$31.2K -723 -7%
EWA
229
Emergent Wealth Advisors
New York
$385K – – –
PPW
230
Presilium Private Wealth
Pennsylvania
$383K +$21.2K +490 +6%
MFA
231
McClarren Financial Advisors
Pennsylvania
$378K +$154K +3,560 +66%
VAF
232
Values Added Financial
District of Columbia
$376K +$129K +2,981 +50%
SPIA
233
Steward Partners Investment Advisory
New York
$371K +$41.3K +956 +12%
EH
234
Equitable Holdings
New York
$367K +$2.68K +62 +0.7%
FA
235
Fountainhead AM
New Jersey
$366K -$12.3K -284 -3%
SFP
236
Sandbox Financial Partners
Maryland
$364K +$38.2K +884 +11%
FNB
237
Farmers National Bank
Kentucky
$363K +$373K +8,632 New
MAG
238
Mokosak Advisory Group
Iowa
$361K -$4.5K -104 -1%
NA
239
Nautilus Advisors
California
$350K +$360K +8,335 New
FF
240
Financial Futures
New Jersey
$350K -$5.1K -118 -1%
CAL
241
Capital Analysts LLC
Pennsylvania
$342K -$303 -7 -0.1%
CFGS
242
Concourse Financial Group Securities
Alabama
$335K -$15K -347 -4%
OWA
243
One Wealth Advisors
California
$334K -$692 -16 -0.2%
AFG
244
Atomi Financial Group
New York
$328K +$337K +7,804 New
JFA
245
JNBA Financial Advisors
Minnesota
$328K -$12.1K -279 -3%
PA
246
Pinnacle Associates
New York
$327K +$18.3K +424 +6%
OFP
247
OLIO Financial Planning
Virginia
$326K +$335K +7,757 New
FPF
248
First Pacific Financial
Washington
$324K +$56.8K +1,315 +21%
GWA
249
GGM Wealth Advisors
Maryland
$313K +$5.45K +126 +2%
JBA
250
Johnson Bixby & Associates
Washington
$305K +$10.2K +235 +3%
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10
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