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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
BBJS Financial Advisors
Washington
$263K +$618 +16 +0.2%
CFA
252
CWS Financial Advisors
Michigan
$260K +$1.27K +33 +0.5%
KWM
253
Kingsview Wealth Management
Oregon
$260K +$57.9K +1,501 +29%
FWP
254
Falcon Wealth Planning
California
$259K -$4.32K -112 -2%
OGF
255
Orin Green Financial
California
$258K +$259K +6,697 New
WFA
256
Wells Financial Advisors
Massachusetts
$257K -$10.8K -280 -4%
MWP
257
Moller Wealth Partners
$257K +$15.8K +410 +7%
TFO
258
Tarbox Family Office
California
$257K -$5.67K -147 -2%
BHIA
259
Birch Hill Investment Advisors
Massachusetts
$253K +$38K +985 +18%
MBFW
260
Morton Brown Family Wealth
Pennsylvania
$252K -$579 -15 -0.2%
FFA
261
Farther Finance Advisors
California
$249K +$17.1K +442 +7%
S
262
Sunpointe
Missouri
$249K +$250K +6,465 New
PP
263
PDS Planning
Ohio
$248K +$1.39K +36 +0.6%
RFA
264
RTD Financial Advisors
Pennsylvania
$248K – – –
FHA
265
First Horizon Advisors
Tennessee
$245K +$579 +15 +0.2%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$3.86K +100 +2%
TC
267
Trust Company
Kansas
$243K -$10.4K -269 -4%
GWA
268
GGM Wealth Advisors
Maryland
$242K +$243K +6,287 New
FFS
269
Founders Financial Securities
Maryland
$242K +$1.7K +44 +0.7%
HI
270
Horizon Investments
North Carolina
$242K +$243K +6,283 New
AWM
271
Apollon Wealth Management
South Carolina
$241K -$90.6K -2,346 -27%
FG
272
Foster Group
Iowa
$241K +$8.3K +215 +4%
TWA
273
TCI Wealth Advisors
Arizona
$238K – – –
WFA
274
Wade Financial Advisory
California
$238K +$116 +3 +0%
P
275
&Partners
Tennessee
$238K +$6.02K +156 +3%
9 10
11
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