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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$245K -$118K -3,316 -31%
PA
252
Pinnacle Associates
New York
$243K – – –
AWM
253
AE Wealth Management
Kansas
$243K -$199K -5,593 -44%
TFO
254
Tarbox Family Office
California
$237K -$165K -4,628 -40%
WFA
255
Wells Financial Advisors
Massachusetts
$235K – – –
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$234K -$5.2K -146 -2%
AF
257
Advisornet Financial
Minnesota
$234K -$44.8K -1,259 -15%
VAF
258
Values Added Financial
District of Columbia
$231K – – –
LNC
259
Lincoln National Corp
Pennsylvania
$227K +$240K +6,733 New
SCM
260
Stordahl Capital Management
Colorado
$225K – – –
CFA
261
CWS Financial Advisors
Michigan
$225K – – –
WIA
262
World Investment Advisors
California
$225K -$141K -3,966 -37%
OBWG
263
Onyx Bridge Wealth Group
New York
$224K +$237K +6,669 New
AP
264
Appleton Partners
Massachusetts
$224K – – –
AWM
265
Apollon Wealth Management
South Carolina
$221K +$6.51K +183 +3%
SP
266
SWS Partners
Ohio
$219K +$3.56K +100 +2%
WA
267
Wealth Alliance
New York
$212K -$240K -6,748 -52%
OGF
268
Orin Green Financial
California
$211K +$176K +4,945 New
FWP
269
Falcon Wealth Planning
California
$210K +$222K +6,247 New
BFA
270
BBJS Financial Advisors
Washington
$206K – – –
MBFW
271
Morton Brown Family Wealth
Pennsylvania
$206K – – –
CA
272
Cetera Advisors
Colorado
$206K -$185K -5,190 -46%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$205K – – –
FCIM
274
Fairview Capital Investment Management
California
$203K – – –
MWP
275
Moller Wealth Partners
$202K -$1.71K -48 -0.8%
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11
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