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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
276
Clune & Associates
Illinois
$316K +$326K +6,721 New
PWC
277
Pathfinder Wealth Consulting
North Carolina
$316K -$291 -6 -0.1%
SWGC
278
Summit Wealth Group (Colorado)
Colorado
$315K -$1.89K -39 -0.6%
UAS
279
United Asset Strategies
New York
$314K +$7.47K +154 +2%
CFA
280
CWS Financial Advisors
Michigan
$311K -$6.99K -144 -2%
WRPWM
281
Werba Rubin Papier Wealth Management
California
$311K +$109K +2,257 +52%
XFP
282
Xena Financial Planning
Oregon
$303K -$95.5K -1,968 -23%
WA
283
Winter & Associates
Minnesota
$302K +$1.55K +32 +0.5%
MCWS
284
McKinley Carter Wealth Services
West Virginia
$301K -$110K -2,270 -26%
WC
285
Weil Company
California
$301K +$534 +11 +0.2%
NWMG
286
National Wealth Management Group
Ohio
$298K +$51.6K +1,064 +20%
HHWM
287
Hiley Hunt Wealth Management
Nebraska
$297K +$485 +10 +0.2%
WT
288
Whittier Trust
California
$296K -$1.21M -25,000 -80%
HSWS
289
Higgins & Schmidt Wealth Strategies
Colorado
$296K -$5.67K -117 -2%
FF
290
Friedenthal Financial
New Jersey
$295K – – –
GWM
291
Grand Wealth Management
Michigan
$293K +$534 +11 +0.2%
APFP
292
Action Point Financial Planning
Michigan
$291K +$301K +6,196 New
HWMG
293
Hurlow Wealth Management Group
Indiana
$291K – – –
LW
294
Linscomb Wealth
Texas
$289K – – –
RIG
295
Ramiah Investment Group
Wisconsin
$288K -$50K -1,031 -14%
EH
296
Equitable Holdings
New York
$286K +$39.6K +816 +15%
HG
297
Harbor Group
New Hampshire
$285K -$922 -19 -0.3%
OPF
298
Old Peak Finance
North Carolina
$280K – – –
PFM
299
Peak Financial Management
Massachusetts
$279K – – –
SA
300
Stewardship Advisors
Pennsylvania
$277K +$3.25K +67 +1%
10 11
12
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