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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Amara Financial
California
$234K -$85.7K -1,879 -27%
HAG
302
HighPoint Advisor Group
Illinois
$231K +$229K +5,032 New
FF
303
Finley Financial
Nevada
$230K – – –
VCM
304
Viewpoint Capital Management
Washington
$230K – – –
GFA
305
Godfrey Financial Associates
New York
$228K +$226K +4,968 New
BAAM
306
Baker Avenue Asset Management
California
$228K +$11.2K +246 +5%
MFA
307
McClarren Financial Advisors
Pennsylvania
$225K +$99.2K +2,177 +153%
AF
308
Advisornet Financial
Minnesota
$222K +$13.5K +296 +7%
PA
309
Pinnacle Associates
New York
$218K +$46 +1 +0%
FFN
310
Focus Financial Network
Minnesota
$218K +$2.69K +59 +1%
KF
311
Krilogy Financial
Missouri
$216K -$601K -13,179 -75%
LFG
312
Larson Financial Group
Missouri
$215K +$88.9K +1,951 +72%
CA
313
Continuum Advisory
Idaho
$214K +$212K +4,658 New
NA
314
Nottingham Advisors
New York
$212K -$10.7K -235 -5%
KFP
315
Keener Financial Planning
Texas
$207K +$52.2K +1,146 +34%
IAG
316
Ipsen Advisor Group
Arkansas
$206K +$204K +4,471 New
ABC
317
Associated Banc-Corp
Wisconsin
$205K +$203K +4,449 New
HHGA
318
Halbert Hargrove Global Advisors
California
$203K -$9.85K -216 -5%
PMG
319
ProVise Management Group
Florida
$202K +$201K +4,401 New
WRPWM
320
Werba Rubin Papier Wealth Management
California
$200K -$27.7K -607 -12%
WIC
321
Whitegate Investment Counselors
New Hampshire
$200K +$199K +4,360 New
UB
322
UMB Bank
Missouri
$192K – – –
HI
323
Horizon Investments
North Carolina
$189K -$52.1K -1,143 -22%
FHA
324
Flagship Harbor Advisors
Massachusetts
$183K +$182K +3,990 New
FHC
325
First Horizon Corporation
Tennessee
$178K +$176K +3,862 New
11 12
13
14 15