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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
351
Patriot Investment Management Group
Tennessee
$222K +$206K +3,967 New
EPP
352
ETF Portfolio Partners
Kansas
$222K +$206K +3,965 New
SOAG
353
Silver Oak Advisory Group
Oregon
$221K +$206K +3,958 New
BIA
354
Bigelow Investment Advisors
Maine
$219K +$204K +3,915 New
SP
355
SWS Partners
Ohio
$215K +$200K +3,850 New
CAG
356
Curtis Advisory Group
California
$215K -$29.6K -569 -13%
FI
357
FinArc Investments
Massachusetts
$214K +$199K +3,827 New
FFG
358
Fiduciary Financial Group
California
$214K +$199K +3,819 New
FCM
359
Firestone Capital Management
Florida
$212K +$197K +3,797 New
GFWA
360
Grey Fox Wealth Advisors
Delaware
$211K +$196K +3,775 New
VFA
361
Valeo Financial Advisors
Indiana
$210K +$195K +3,757 New
HHGA
362
Halbert Hargrove Global Advisors
California
$209K -$572 -11 -0.3%
CAM
363
Cresset Asset Management
Illinois
$209K +$194K +3,728 New
PA
364
Pinnacle Associates
New York
$207K -$45K -866 -19%
DE
365
Diversified Enterprises
Delaware
$207K +$193K +3,703 New
LFG
366
Larson Financial Group
Missouri
$206K +$9.88K +190 +5%
II
367
Impact Investors
California
$205K -$31.8K -611 -14%
PCA
368
Pallas Capital Advisors
Massachusetts
$205K +$191K +3,668 New
AWM
369
Avior Wealth Management
Nebraska
$203K +$189K +3,637 New
PMG
370
ProVise Management Group
Florida
$203K -$38.3K -736 -17%
DWM
371
DWR Wealth Management
California
$202K +$189K +3,635 New
PWMAG
372
Pinnacle Wealth Management Advisory Group
New Jersey
$201K -$35.4K -681 -16%
JBA
373
Johnson Bixby & Associates
Washington
$201K +$186K +3,585 New
BFA
374
Brown Financial Advisors
Ohio
$200K +$186K +3,576 New
ACA
375
American Capital Advisory
Idaho
$197K -$5.3K -102 -3%
13 14
15
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