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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
301
DB Wealth Management Group
California
$27K +$29.5K +875 New
LFG
302
Larson Financial Group
Missouri
$26K – – –
CWA
303
Clearview Wealth Advisors
Oregon
$26K +$4.76K +141 +20%
GRP
304
Global Retirement Partners
California
$25K – – –
ACM
305
Absolute Capital Management
Pennsylvania
$24.6K +$26.9K +798 New
ACA
306
Aptus Capital Advisors
Alabama
$22K +$101 +3 +0.4%
4FG
307
4Thought Financial Group
New York
$22K +$270 +8 +1%
C
308
Covestor
United Kingdom
$19K +$742 +22 +4%
EWM
309
Endurance Wealth Management
Rhode Island
$17K – – –
S
310
SignatureFD
Georgia
$17K +$4.69K +139 +33%
YAL
311
Your Advocates Ltd
Texas
$16K +$34 +1 +0.2%
GWM
312
Geneos Wealth Management
Colorado
$13K +$67 +2 +0.5%
EIP
313
Ellis Investment Partners
Pennsylvania
$12K +$135 +4 +1%
GFPC
314
Global Financial Private Client
Florida
$7.75K -$1.38K -41 -14%
CFFP
315
Center for Financial Planning
Michigan
$7K – – –
KFI
316
Key Financial Inc
Pennsylvania
$7K – – –
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.15K +212 New
IWP
318
IAG Wealth Partners
Wisconsin
$6K – – –
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
KFS
320
Kelly Financial Services
Massachusetts
$5.75K – – –
BWL
321
Bogart Wealth LLC
Virginia
$5K – – –
FCAG
322
First Capital Advisors Group
New Jersey
$5K +$5.16K +153 New
FSWA
323
Financial Synergies Wealth Advisors
Texas
$4.58K +$236 +7 +5%
POIA
324
Pin Oak Investment Advisors
Texas
$3K – – –
BC
325
Barrett & Company
Rhode Island
$2.3K +$2.36K +70 New
10 11 12
13
14