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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Sherman Asset Management
California
$186K +$832 +16 +0.5%
FC
377
Fiduciary Counselling
Minnesota
$182K +$169K +3,253 New
CYG
378
Clean Yield Group
Vermont
$180K – – –
CWA
379
Carolina Wealth Advisors
South Carolina
$173K – – –
MIM
380
Marshall Investment Management
Colorado
$172K +$8.16K +157 +5%
YP
381
YANKCOM Partnership
South Dakota
$171K +$159K +3,060 New
CPBTD
382
Central Pacific Bank - Trust Division
Hawaii
$159K – – –
BA
383
Blueline Advisors
New Hampshire
$157K -$988 -19 -0.7%
PWMA
384
Pension & Wealth Management Advisors
Massachusetts
$151K +$9.78K +188 +8%
MNA
385
Manning & Napier Advisors
New York
$132K -$7.96K -153 -6%
NB
386
NBT Bank
New York
$125K -$364 -7 -0.3%
RF
387
Rossby Financial
Florida
$115K +$24.1K +464 +29%
RPC
388
Rossmore Private Capital
Connecticut
$114K – – –
ATC
389
Advantage Trust Company
Kansas
$107K – – –
BWA
390
Basecamp Wealth Advisors
Washington
$106K – – –
USB
391
Union Savings Bank
Connecticut
$102K – – –
VWA
392
VSM Wealth Advisory
Maryland
$99K +$156 +3 +0.2%
SAM
393
Smartleaf Asset Management
Massachusetts
$92.5K – – –
KFAS
394
Keating Financial Advisory Services
Kansas
$92K – – –
QWM
395
Quaker Wealth Management
New Jersey
$91.8K +$1.82K +35 +2%
IRC
396
Investors Research Corp
Georgia
$85.3K – – –
4FG
397
4Thought Financial Group
New York
$84.1K -$416 -8 -0.5%
S
398
SignatureFD
Georgia
$73.3K +$13.1K +252 +24%
SMA
399
Sage Mountain Advisors
Georgia
$66.2K – – –
IA
400
IFG Advisory
Georgia
$63.8K +$59.3K +1,141 New
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