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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
426
GW&K Investment Management
Massachusetts
$6K +$6.31K +130 New
VWA
427
Valued Wealth Advisors
Utah
$4.7K – – –
FA
428
Fountainhead AM
New Jersey
$3.83K -$1.65K -34 -30%
TCM
429
Triumph Capital Management
Colorado
$3.71K +$291 +6 +8%
AP
430
Atwood & Palmer
Missouri
$3.71K +$3.83K +79 New
SS
431
Sunbelt Securities
Texas
$3.38K – – –
BC
432
Barrett & Company
Rhode Island
$3.29K – – –
NWMP
433
Noble Wealth Management PBC
Colorado
$2.82K – – –
WWM
434
Wolff Wiese Magana
California
$2.73K – – –
CB
435
Community Bank
New York
$2.4K – – –
TLFA
436
True Link Financial Advisors
California
$1.98K +$2.04K +42 New
GSEP
437
Golden State Equity Partners
California
$1.74K +$1.79K +37 New
WP
438
WealthShield Partners
North Carolina
$1.69K +$728 +15 +71%
SRCM
439
Signature Resources Capital Management
California
$1.55K – – –
MWA
440
Medallion Wealth Advisors
Connecticut
$1.27K – – –
LWMI
441
Legacy Wealth Management (Idaho)
Idaho
$847 – – –
IAIM
442
International Assets Investment Management
Florida
$664 – – –
RFP
443
Root Financial Partners
California
$236 – – –
CIAS
444
Capital Investment Advisory Services
North Carolina
$188 -$2.38M -48,971 -100%
FLP
445
Financial Life Planners
Arizona
$145 +$146 +3 New
DCM
446
Davis Capital Management
Florida
$94 – – –
SGFG
447
Silver Grove Financial Group
New York
$80 +$97 +2 New
GWS
448
Glassman Wealth Services
Virginia
$47 – – –
UFAC
449
Urban Financial Advisory Corp
Illinois
$39 – – –
AUB
450
Atlantic Union Bankshares
Virginia
$19 – – –
15 16 17
18
19