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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
301
Summit Wealth Group
Vermont
$36K +$41.4M +1,184,178 +3,379%
EWA
302
EverSource Wealth Advisors
Alabama
$36K -$5.55K -159 -13%
SWA
303
SOA Wealth Advisors
New York
$33.9K +$140 +4 +0.4%
YAL
304
Your Advocates Ltd
Texas
$32.7K – – –
GWSG
305
GPS Wealth Strategies Group
Colorado
$31.5K +$32.4K +927 New
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$31.3K +$25.2K +721 +359%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$31.1K – – –
BC
308
Bartlett & Co
Ohio
$31K – – –
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$30.6K -$40.3K -1,154 -56%
DWMG
310
DB Wealth Management Group
California
$29.7K – – –
TF
311
TimeScale Financial
Massachusetts
$29.4K -$32.1K -920 -52%
WP
312
WealthShield Partners
North Carolina
$25.5K +$26.2K +749 New
IA
313
IFP Advisors
Florida
$25.3K -$608K -17,414 -95%
4FG
314
4Thought Financial Group
New York
$23.3K -$1.29K -37 -5%
GRP
315
Global Retirement Partners
California
$23.3K -$768 -22 -3%
C
316
Covestor
United Kingdom
$21K +$1.08K +31 +5%
BWL
317
Bogart Wealth LLC
Virginia
$19.4K +$14.3K +410 +256%
EWM
318
Endurance Wealth Management
Rhode Island
$19K – – –
S
319
SignatureFD
Georgia
$18.9K – – –
CFO
320
CVA Family Office
Colorado
$16.9K – – –
GWM
321
Geneos Wealth Management
Colorado
$16.3K +$70 +2 +0.4%
AAG
322
Armstrong Advisory Group
Massachusetts
$12.6K +$13K +371 New
EWP
323
Elevation Wealth Partners
California
$12.2K +$12.6K +360 New
CWA
324
Clearview Wealth Advisors
Oregon
$11.9K +$35 +1 +0.3%
GFWA
325
Grey Fox Wealth Advisors
Delaware
$10.5K +$1.57K +45 +17%
11 12
13
14 15