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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
326
XTX Topco
Cayman Islands
$217K -$103K -2,115 -31%
KFP
327
Keener Financial Planning
Texas
$217K +$5.58K +115 +3%
PA
328
Pinnacle Associates
New York
$215K -$8.63K -178 -4%
SLG
329
Sanchez Levi Garrett
$214K +$221K +4,550 New
NA
330
Nottingham Advisors
New York
$213K -$4.03K -83 -2%
BCM
331
Barden Capital Management
Texas
$210K +$217K +4,475 New
ABC
332
Associated Banc-Corp
Wisconsin
$209K – – –
AWM
333
Accurate Wealth Management
Florida
$208K +$205K +4,225 New
CAG
334
Curtis Advisory Group
California
$207K +$214K +4,405 New
IWC
335
Integrated Wealth Concepts
Massachusetts
$207K +$213K +4,395 New
PMG
336
ProVise Management Group
Florida
$205K -$1.6K -33 -0.7%
SA
337
Sanctuary Advisors
Indiana
$205K -$162K -3,342 -43%
TIA
338
Traphagen Investment Advisors
New Jersey
$203K +$209K +4,316 New
MFG
339
Merit Financial Group
Georgia
$202K +$209K +4,304 New
II
340
Impact Investors
California
$201K +$208K +4,284 New
EWA
341
Etesian Wealth Advisors
Oregon
$201K +$208K +4,282 New
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$207K +4,270 New
FFS
343
Fortress Financial Solutions
Arizona
$200K +$207K +4,259 New
UB
344
UMB Bank
Missouri
$197K – – –
FHC
345
First Horizon Corporation
Tennessee
$182K – – –
AF
346
Advisornet Financial
Minnesota
$180K -$48.7K -1,005 -21%
HHGA
347
Halbert Hargrove Global Advisors
California
$176K -$32.9K -679 -15%
ACA
348
American Capital Advisory
Idaho
$170K -$485 -10 -0.3%
GAA
349
Global Assets Advisory
Florida
$169K +$57.9K +1,194 New
LFG
350
Larson Financial Group
Missouri
$164K -$57.2K -1,180 -25%
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14
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