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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
326
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K -$16.1K -453 -51%
GWM
327
Geneos Wealth Management
Colorado
$14.1K – – –
MFT
328
Moisand Fitzgerald Tamayo
Florida
$12.2K +$12.9K +362 New
AIC
329
Archer Investment Corporation
Indiana
$12.1K – – –
EWP
330
Elevation Wealth Partners
California
$12.1K – – –
PWMG
331
Provence Wealth Management Group
California
$11.6K +$12.3K +345 New
FIA
332
FNY Investment Advisers
New York
$10K +$10.7K +300 New
BWP
333
Baldwin Wealth Partners
Massachusetts
$9.59K – – –
CTWM
334
Cherry Tree Wealth Management
Minnesota
$8.35K – – –
OP
335
ORG Partners
Indiana
$7.84K -$12K -338 -59%
FSWA
336
Financial Synergies Wealth Advisors
Texas
$7.64K +$463 +13 +6%
CFFP
337
Center for Financial Planning
Michigan
$7.34K – – –
GFPC
338
Global Financial Private Client
Florida
$6.89K – – –
IWP
339
IAG Wealth Partners
Wisconsin
$6.22K – – –
FWM
340
Focused Wealth Management
New York
$4.31K – – –
KFS
341
Kelly Financial Services
Massachusetts
$4.26K -$2.78K -78 -38%
CB
342
Centennial Bank
Arkansas
$3.37K – – –
CSWG
343
Cardinal Strategic Wealth Guidance
Kentucky
$3.3K – – –
APC
344
Aspire Private Capital
North Carolina
$3.23K -$3.67K -103 -52%
PA
345
PSI Advisors
Florida
$3.03K +$3.2K +90 New
CPG
346
Cornerstone Planning Group
New Jersey
$2.46K -$2.56K -72 -50%
BC
347
Barrett & Company
Rhode Island
$2.35K – – –
CA
348
Centerpoint Advisors
Massachusetts
$2K +$285 +8 +15%
CB
349
Community Bank
New York
$1.18K – – –
RCM
350
Raleigh Capital Management
North Carolina
$1.11K +$1.18K +33 New
12 13
14
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