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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
451
Kroeger Financial Partners
California
$5.65K +$5.25K +101 New
VWA
452
Valued Wealth Advisors
Utah
$5.59K – – –
CWP
453
Concord Wealth Partners
Virginia
$5.26K +$4.89K +94 New
FA
454
Fountainhead AM
New Jersey
$4.56K +$52 +1 +1%
AP
455
Atwood & Palmer
Missouri
$4.42K – – –
BC
456
Barrett & Company
Rhode Island
$3.92K – – –
NWMP
457
Noble Wealth Management PBC
Colorado
$3.36K – – –
WWM
458
Wolff Wiese Magana
California
$3.24K – – –
DF
459
Downshift Financial
Colorado
$3.02K +$2.81K +54 New
IFWM
460
Institute for Wealth Management
Colorado
$2.85K +$2.65K +51 New
CB
461
Community Bank
New York
$2.85K – – –
SRCM
462
Signature Resources Capital Management
California
$1.85K – – –
JWM
463
JPL Wealth Management
Colorado
$1.85K +$1.72K +33 New
MWA
464
Medallion Wealth Advisors
Connecticut
$1.45K -$52 -1 -4%
ABC
465
Anchor Bay Capital
California
$1.27K +$1.2K +23 New
TFA
466
Transamerica Financial Advisors
Florida
$1.01K +$936 +18 New
BWL
467
Bogart Wealth LLC
Virginia
$839 +$780 +15 New
IAIM
468
International Assets Investment Management
Florida
$775 – – –
CRI
469
Commonwealth Retirement Investments
Virginia
$615 +$572 +11 New
FLP
470
Financial Life Planners
Arizona
$172 – – –
FGC
471
Financial Gravity Companies
Texas
$168 +$156 +3 New
DCM
472
Davis Capital Management
Florida
$112 – – –
RFS
473
Richardson Financial Services
Massachusetts
$112 +$104 +2 New
SGFG
474
Silver Grove Financial Group
New York
$97 – – –
GWS
475
Glassman Wealth Services
Virginia
$56 – – –
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19
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