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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
126
Sage Financial Group
Pennsylvania
$591K +$26.2K +661 +5%
GIA
127
Goodwin Investment Advisory
Georgia
$591K +$428K +10,831 +249%
WCWM
128
Willow Creek Wealth Management
California
$565K – – –
BSWM
129
Boston Standard Wealth Management
Massachusetts
$563K +$27.1K +686 +5%
SCA
130
Snowden Capital Advisors
New York
$549K +$20.7K +524 +4%
RIA
131
Regal Investment Advisors
Michigan
$535K +$113K +2,862 +26%
DL
132
DOHJ LLC
Washington
$535K +$233K +5,882 +81%
AWM
133
AE Wealth Management
Kansas
$516K +$196K +4,961 +60%
FHA
134
First Horizon Advisors
Tennessee
$516K +$417K +10,531 +389%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$508K +$95.3K +2,408 +23%
PA
136
Parallel Advisors
California
$505K +$39.1K +988 +8%
CMO
137
Covenant Multifamily Offices
Texas
$497K +$301K +7,602 +152%
DWT
138
Dorsey & Whitney Trust
South Dakota
$496K +$79.1K +2,000 +19%
VCS
139
Vaughan & Co Securities
New Jersey
$489K – – –
PAG
140
Private Advisor Group
New Jersey
$480K +$172K +4,337 +54%
CB
141
Commerce Bank
Missouri
$479K +$25.5K +645 +6%
ECM
142
Evergreen Capital Management
Washington
$477K +$5.93K +150 +1%
CCM
143
Coldstream Capital Management
Washington
$462K -$5.93K -150 -1%
IWC
144
Integrated Wealth Concepts
Massachusetts
$462K +$17.2K +434 +4%
PCMC
145
Private Capital Management (Colorado)
Colorado
$455K +$60.6K +1,532 +15%
LA
146
LVW Advisors
New York
$452K +$7.67K +194 +2%
SB
147
Strategic Blueprint
Georgia
$446K +$82.7K +2,090 +22%
BDFN
148
Bond & Devick Financial Network
Minnesota
$445K – – –
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$439K +$12.7K +320 +3%
DAS
150
Dynamic Advisor Solutions
Arizona
$438K +$16.1K +408 +4%
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