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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
Sugarloaf Wealth Management
Georgia
$77K – – –
CWA
277
Carolina Wealth Advisors
South Carolina
$66K -$67.8K -1,971 -48%
TFS
278
TrustCore Financial Services
Tennessee
$57K +$32.2K +935 +106%
TIM
279
Tortoise Investment Management
New York
$56K – – –
TF
280
TimeScale Financial
Massachusetts
$56K +$69 +2 +0.1%
TRCT
281
Tower Research Capital (TRC)
New York
$47K -$843K -24,501 -94%
BWM
282
BerganKDV Wealth Management
Minnesota
$47K – – –
HFA
283
HC Financial Advisors
California
$39K – – –
SWA
284
SOA Wealth Advisors
New York
$31K +$34.1K +990 New
IRC
285
Investors Research Corp
Georgia
$30K +$20.6K +600 +165%
BC
286
Bartlett & Co
Ohio
$29K – – –
BCWM
287
Bartlett & Co Wealth Management
Ohio
$28.8K – – –
MA
288
MUFG Americas
New York
$28K – – –
LFG
289
Larson Financial Group
Missouri
$26K +$103 +3 +0.4%
CWA
290
Clearview Wealth Advisors
Oregon
$23K -$1.62K -47 -6%
GRP
291
Global Retirement Partners
California
$23K -$654 -19 -3%
4FG
292
4Thought Financial Group
New York
$22K +$241 +7 +1%
ACA
293
Aptus Capital Advisors
Alabama
$22K +$4.89K +142 +25%
C
294
Covestor
United Kingdom
$19K -$1.24K -36 -6%
EWM
295
Endurance Wealth Management
Rhode Island
$18K – – –
YAL
296
Your Advocates Ltd
Texas
$16K -$7.02K -204 -29%
WFA
297
Wells Financial Advisors
Massachusetts
$16K – – –
ME
298
McIlrath & Eck
Washington
$16K +$17.2K +499 New
GWM
299
Geneos Wealth Management
Colorado
$14K +$1.34K +39 +10%
AF
300
Allworth Financial
California
$14K +$15.1K +440 New
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