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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
SigFig Wealth Management
California
– -$9.1M -197,887 Closed
AWM
452
Axxcess Wealth Management
California
– -$1.58M -34,379 Closed
DAS
453
Diversify Advisory Services
Utah
– -$820K -16,650 Closed
VFA
454
Valeo Financial Advisors
Indiana
– -$383K -8,327 Closed
AF
455
Amara Financial
California
– -$234K -5,083 Closed
VCM
456
Viewpoint Capital Management
Washington
– -$230K -5,000 Closed
WIC
457
Whitegate Investment Counselors
New Hampshire
– -$200K -4,360 Closed
FHA
458
Flagship Harbor Advisors
Massachusetts
– -$183K -3,990 Closed
SWM
459
Spire Wealth Management
Virginia
– -$36.7K -797 Closed
GA
460
GoalVest Advisory
New York
– -$30.3K -659 Closed
CIA
461
Cape Investment Advisory
Georgia
– -$29.2K -636 Closed
CWP
462
Concord Wealth Partners
Virginia
– -$4.32K -94 Closed
MSWM
463
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.45K -75 Closed
KCM
464
Key Capital Management
Tennessee
– -$2.94K -64 Closed
CRI
465
Commonwealth Retirement Investments
Virginia
– -$506 -11 Closed
15 16 17 18
19