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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
251
Tortoise Investment Management
New York
$264K +$98.1K +2,360 +52%
PFA
252
Pathway Financial Advisors
Vermont
$262K – – –
CAL
253
Capital Analysts LLC
Pennsylvania
$258K -$57.9K -1,393 -17%
CFA
254
CWS Financial Advisors
Michigan
$257K +$499 +12 +0.2%
TFO
255
Tarbox Family Office
California
$257K – – –
FA
256
Flagstar Advisors
New York
$252K -$12.6K -304 -4%
TC
257
Trust Company
Kansas
$252K +$17.2K +415 +7%
LA
258
LWM Advisors
California
$252K – – –
OFG
259
Opulen Financial Group
Virginia
$251K +$499 +12 +0.2%
UAS
260
United Asset Strategies
New York
$250K +$665 +16 +0.2%
JFA
261
JNBA Financial Advisors
Minnesota
$246K -$58K -1,395 -18%
RFA
262
RTD Financial Advisors
Pennsylvania
$244K -$3.87K -93 -1%
BBA
263
BLB&B Advisors
Pennsylvania
$243K +$32K +770 +14%
WFA
264
Wade Financial Advisory
California
$241K +$4.9K +118 +2%
KWM
265
Kingsview Wealth Management
Oregon
$241K -$1.62K -39 -0.6%
HHWM
266
Hiley Hunt Wealth Management
Nebraska
$237K +$255K +6,133 New
LW
267
Linscomb Wealth
Texas
$236K – – –
BCI
268
Brinker Capital Investments
Pennsylvania
$235K -$4.82K -116 -2%
OPS
269
Orion Portfolio Solutions
Nebraska
$235K -$4.82K -116 -2%
NP
270
NorthRock Partners
Minnesota
$235K -$14.9K -359 -6%
FCIM
271
Fairview Capital Investment Management
California
$234K – – –
TSS
272
Two Sigma Securities
New York
$232K +$251K +6,048 New
NWMG
273
National Wealth Management Group
Ohio
$231K +$7.4K +178 +3%
TWA
274
TCI Wealth Advisors
Arizona
$228K -$9.06K -218 -4%
MWM
275
Modern Wealth Management
Kansas
$227K +$246K +5,915 New
9 10
11
12 13