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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
426
CDKV Holdings
Colorado
$7.76K – – –
GKIM
427
GW&K Investment Management
Massachusetts
$6K +$6.31K +130 New
VWA
428
Valued Wealth Advisors
Utah
$4.7K – – –
FA
429
Fountainhead AM
New Jersey
$3.83K -$1.65K -34 -30%
TCM
430
Triumph Capital Management
Colorado
$3.71K +$291 +6 +8%
AP
431
Atwood & Palmer
Missouri
$3.71K +$3.83K +79 New
SS
432
Sunbelt Securities
Texas
$3.38K – – –
BC
433
Barrett & Company
Rhode Island
$3.29K – – –
NWMP
434
Noble Wealth Management PBC
Colorado
$2.82K – – –
WWM
435
Wolff Wiese Magana
California
$2.73K – – –
CB
436
Community Bank
New York
$2.4K – – –
TLFA
437
True Link Financial Advisors
California
$1.98K +$2.04K +42 New
GSEP
438
Golden State Equity Partners
California
$1.74K +$1.79K +37 New
WP
439
WealthShield Partners
North Carolina
$1.69K +$728 +15 +71%
SRCM
440
Signature Resources Capital Management
California
$1.55K – – –
MWA
441
Medallion Wealth Advisors
Connecticut
$1.27K – – –
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$847 – – –
IAIM
443
International Assets Investment Management
Florida
$664 – – –
RFP
444
Root Financial Partners
California
$236 – – –
CIAS
445
Capital Investment Advisory Services
North Carolina
$188 -$2.38M -48,971 -100%
FLP
446
Financial Life Planners
Arizona
$145 +$146 +3 New
DCM
447
Davis Capital Management
Florida
$94 – – –
SGFG
448
Silver Grove Financial Group
New York
$80 +$97 +2 New
GWS
449
Glassman Wealth Services
Virginia
$47 – – –
UFAC
450
Urban Financial Advisory Corp
Illinois
$39 – – –
15 16 17
18
19