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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Barrett & Company
Rhode Island
$2.3K – – –
CSWG
352
Cardinal Strategic Wealth Guidance
Kentucky
$2.3K – – –
PAG
353
Private Advisor Group
New Jersey
$1.29K -$372K -11,202 -22%
CB
354
Community Bank
New York
$1.15K -$830 -25 -42%
MHR
355
Matthew Hamilton Rosenberg
$921 – – –
PFO
356
Pathstone Family Office
New Jersey
$560 +$32.1M +966,208 New
FFN
357
Focus Financial Network
Minnesota
– -$4.14M -134,303 Closed
HPWM
358
Highland Private Wealth Management
Washington
– -$2.33M -75,900 Closed
CIAS
359
CFS Investment Advisory Services
New Jersey
– -$2K -67,045 Closed
GC
360
Grimes & Company
Massachusetts
– -$599K -19,536 Closed
LNC
361
Lincoln National Corp
Pennsylvania
– -$400K -13,014 Closed
OBWG
362
Onyx Bridge Wealth Group
New York
– -$299K -9,624 Closed
CAG
363
Compass Advisory Group
New York
– -$274K -8,938 Closed
HCA
364
Heck Capital Advisors
Wisconsin
– -$236K -7,701 Closed
RWP
365
RWA Wealth Partners
Massachusetts
– -$216K -7,058 Closed
SA
366
Shilanski & Associates
Alaska
– -$215K -7,019 Closed
KWM
367
Kingsview Wealth Management
Oregon
– -$200K -6,529 Closed
WIM
368
Westside Investment Management
California
– -$79.4K -2,560 Closed
BWM
369
BerganKDV Wealth Management
Minnesota
– -$46K -1,500 Closed
MA
370
MUFG Americas
New York
– -$27K -893 Closed
ACM
371
Absolute Capital Management
Pennsylvania
– -$24.6K -798 Closed
OPW
372
Oxler Private Wealth
New York
– -$49K -506 Closed
EIP
373
Ellis Investment Partners
Pennsylvania
– -$12K -392 Closed
LC
374
Lindbrook Capital
California
– -$1K -47 Closed
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