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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
276
Summit Wealth Group (Colorado)
Colorado
$367K -$7.75K -149 -2%
RIM
277
Ryan Investment Management
Colorado
$366K +$35K +673 +11%
MCWS
278
McKinley Carter Wealth Services
West Virginia
$366K +$7.28K +140 +2%
CAL
279
Capital Analysts LLC
Pennsylvania
$362K -$18.3K -351 -5%
NWMG
280
National Wealth Management Group
Ohio
$356K +$2.08K +40 +0.6%
HHWM
281
Hiley Hunt Wealth Management
Nebraska
$354K +$416 +8 +0.1%
FF
282
Friedenthal Financial
New Jersey
$351K – – –
SF
283
Summit Financial
New Jersey
$350K +$326K +6,261 New
TC
284
Trust Company
Kansas
$348K -$31.4K -603 -9%
WRPWM
285
Werba Rubin Papier Wealth Management
California
$347K -$21.2K -407 -6%
HWMG
286
Hurlow Wealth Management Group
Indiana
$346K – – –
WT
287
Whittier Trust
California
$345K +$3.95K +76 +1%
WC
288
Weil Company
California
$343K -$14.3K -274 -4%
HSWS
289
Higgins & Schmidt Wealth Strategies
Colorado
$342K -$9.93K -191 -3%
HG
290
Harbor Group
New Hampshire
$339K +$156 +3 +0%
OPF
291
Old Peak Finance
North Carolina
$333K – – –
CCFCSB
292
Cape Cod Five Cents Savings Bank
Massachusetts
$333K +$310K +5,956 New
PFM
293
Peak Financial Management
Massachusetts
$332K – – –
TWA
294
TCI Wealth Advisors
Arizona
$327K +$1.2K +23 +0.4%
BBA
295
BLB&B Advisors
Pennsylvania
$327K – – –
VA
296
Valmark Advisers
Ohio
$327K – – –
SA
297
Stewardship Advisors
Pennsylvania
$324K -$5.15K -99 -2%
CL
298
Choreo LLC
Illinois
$323K +$300K +5,773 New
LA
299
LexAurum Advisors
Kansas
$322K +$300K +5,762 New
AWM
300
AAF Wealth Management
Massachusetts
$319K -$5.67K -109 -2%
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12
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