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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
351
Aptus Capital Advisors
Alabama
$10.8K – – –
FSWA
352
Financial Synergies Wealth Advisors
Texas
$10.2K +$2.89K +76 +43%
CTWM
353
Cherry Tree Wealth Management
Minnesota
$9.99K – – –
CFFP
354
Center for Financial Planning
Michigan
$8.78K – – –
IWP
355
IAG Wealth Partners
Wisconsin
$7.45K – – –
CFD
356
Creative Financial Designs
Indiana
$7.41K – – –
GWP
357
Gen-Wealth Partners
Michigan
$7.25K +$6.85K +180 New
CA
358
Centerpoint Advisors
Massachusetts
$7K +$1.22K +32 +23%
SRCM
359
Signature Resources Capital Management
California
$6.96K – – –
DI
360
DAGCO Inc
Ohio
$6.6K +$6.24K +164 New
CTC
361
Central Trust Company
Missouri
$6.24K +$5.9K +155 New
PA
362
PSI Advisors
Florida
$5.69K – – –
LWCFA
363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.29K +$5.36K +141 New
CB
364
Centennial Bank
Arkansas
$4.03K – – –
CSWG
365
Cardinal Strategic Wealth Guidance
Kentucky
$3.95K – – –
BC
366
Barrett & Company
Rhode Island
$2.82K – – –
KFS
367
Kelly Financial Services
Massachusetts
$2.33K – – –
CB
368
Community Bank
New York
$2.05K +$609 +16 +46%
IA
369
IFP Advisors
Florida
$1.22K -$3.04K -80 -73%
WP
370
WealthShield Partners
North Carolina
$846 – – –
RWM
371
Ruedi Wealth Management
Illinois
$818 +$418 +11 +122%
GWS
372
Glassman Wealth Services
Virginia
$40 – – –
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$15 – – –
LSAG
374
Lake Street Advisors Group
New Hampshire
– -$1.22M -32,021 Closed
TFM
375
Trademark Financial Management
Minnesota
– -$758K -19,939 Closed
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