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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
251
Tarbox Family Office
California
$279K +$563 +14 +0.2%
WFA
252
Wells Financial Advisors
Massachusetts
$279K – – –
MWP
253
Moller Wealth Partners
$278K -$1.04K -26 -0.4%
FWM
254
Focused Wealth Management
New York
$273K +$16.2K +403 New
FFA
255
Farther Finance Advisors
California
$271K -$1.89K -47 -0.7%
RFA
256
RTD Financial Advisors
Pennsylvania
$269K – – –
FPF
257
First Pacific Financial
Washington
$267K +$111K +2,770 +76%
P
258
&Partners
Tennessee
$267K +$8.48K +211 +3%
FHA
259
First Horizon Advisors
Tennessee
$267K +$844 +21 +0.3%
TC
260
Trust Company
Kansas
$265K +$1.45K +36 +0.6%
PWMAG
261
Pinnacle Wealth Management Advisory Group
New Jersey
$264K – – –
AWM
262
Apollon Wealth Management
South Carolina
$262K +$121 +3 +0%
NP
263
NorthRock Partners
Minnesota
$261K +$74.9K +1,863 +43%
MBFW
264
Morton Brown Family Wealth
Pennsylvania
$261K – – –
TWA
265
TCI Wealth Advisors
Arizona
$259K – – –
WFA
266
Wade Financial Advisory
California
$259K +$161 +4 +0.1%
FFS
267
Founders Financial Securities
Maryland
$258K -$4.34K -108 -2%
HI
268
Horizon Investments
North Carolina
$258K -$4.34K -108 -2%
OGF
269
Orin Green Financial
California
$258K -$21.2K -527 -8%
AWA
270
Aaron Wealth Advisors
Illinois
$256K +$241 +6 +0.1%
FCIM
271
Fairview Capital Investment Management
California
$255K +$1K +25 +0.4%
AF
272
Amara Financial
California
$250K +$241K +5,985 New
VAF
273
Values Added Financial
District of Columbia
$250K +$11.9K +297 +5%
GWM
274
Grand Wealth Management
Michigan
$249K -$402 -10 -0.2%
BBA
275
BLB&B Advisors
Pennsylvania
$248K -$112K -2,786 -32%
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11
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