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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
101
Quent Capital
New York
$1.28M +$284K +7,987 +27%
SFG
102
Sage Financial Group
Pennsylvania
$1.26M +$9.65K +271 +0.7%
CAM
103
Crestone Asset Management
Colorado
$1.23M -$70.2K -1,973 -5%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.19M +$39.6K +1,113 +3%
WT
105
Whittier Trust
California
$1.18M +$185K +5,191 +17%
CA
106
CGN Advisors
Kansas
$1.16M +$605K +16,989 +97%
PGA
107
Portland Global Advisors
Maine
$1.13M – – –
LSAG
108
Lake Street Advisors Group
New Hampshire
$1.07M – – –
IWC
109
Integrated Wealth Concepts
Massachusetts
$1.07M -$347K -9,745 -23%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.05M +$157K +4,404 +15%
SWG
111
Summit Wealth Group
Vermont
$1.04M +$2.95K +83 +0.3%
BIA
112
Bell Investment Advisors
California
$1.03M -$13.2K -371 -1%
OWM
113
Orgel Wealth Management
Wisconsin
$1.01M -$211K -5,925 -16%
PA
114
Parallel Advisors
California
$979K -$5.66K -159 -0.5%
CWM
115
Congress Wealth Management
Massachusetts
$976K +$126K +3,529 +14%
GW
116
GW & Wade
Massachusetts
$974K -$36 -1 -0%
BWM
117
Baystate Wealth Management
Massachusetts
$961K +$15.2K +426 +2%
BCI
118
Brinker Capital Investments
Pennsylvania
$955K -$288K -8,084 -22%
OPS
119
Orion Portfolio Solutions
Nebraska
$955K -$288K -8,084 -22%
ACA
120
Affinity Capital Advisors
California
$941K -$226K -6,337 -18%
WDL
121
Well Done LLC
Michigan
$915K – – –
AWS
122
Atria Wealth Solutions
New York
$893K -$962K -27,018 -51%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$885K -$13.9K -390 -1%
AA
124
Addison Advisors
Vermont
$865K +$86.7K +2,435 +10%
RBA
125
Richard Bernstein Advisors
New York
$863K +$913K +25,645 New
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