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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
301
Larson Financial Group
Missouri
$36.4K +$5.06K +145 +16%
SWG
302
Summit Wealth Group
Vermont
$36K -$1.19M -33,984 -97%
EWA
303
EverSource Wealth Advisors
Alabama
$36K -$5.55K -159 -13%
SWA
304
SOA Wealth Advisors
New York
$33.9K +$140 +4 +0.4%
YAL
305
Your Advocates Ltd
Texas
$32.7K – – –
GWSG
306
GPS Wealth Strategies Group
Colorado
$31.5K +$32.4K +927 New
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$31.3K +$25.2K +721 +359%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$31.1K – – –
BC
309
Bartlett & Co
Ohio
$31K – – –
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$30.6K -$40.3K -1,154 -56%
DWMG
311
DB Wealth Management Group
California
$29.7K – – –
TF
312
TimeScale Financial
Massachusetts
$29.4K -$32.1K -920 -52%
WP
313
WealthShield Partners
North Carolina
$25.5K +$26.2K +749 New
IA
314
IFP Advisors
Florida
$25.3K -$608K -17,414 -95%
4FG
315
4Thought Financial Group
New York
$23.3K -$1.29K -37 -5%
GRP
316
Global Retirement Partners
California
$23.3K -$768 -22 -3%
C
317
Covestor
United Kingdom
$21K +$1.08K +31 +5%
BWL
318
Bogart Wealth LLC
Virginia
$19.4K +$14.3K +410 +256%
EWM
319
Endurance Wealth Management
Rhode Island
$19K – – –
S
320
SignatureFD
Georgia
$18.9K – – –
CFO
321
CVA Family Office
Colorado
$16.9K – – –
GWM
322
Geneos Wealth Management
Colorado
$16.3K +$70 +2 +0.4%
AAG
323
Armstrong Advisory Group
Massachusetts
$12.6K +$13K +371 New
EWP
324
Elevation Wealth Partners
California
$12.2K +$12.6K +360 New
CWA
325
Clearview Wealth Advisors
Oregon
$11.9K +$35 +1 +0.3%
11 12
13
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