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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
126
GW & Wade
Massachusetts
$809K +$65.6K +1,620 +9%
IWC
127
Integrated Wealth Concepts
Massachusetts
$769K +$293K +7,235 +61%
BIA
128
Bell Investment Advisors
California
$762K +$90.9K +2,245 +13%
HWA
129
Hilltop Wealth Advisors
North Carolina
$761K +$97.4K +2,406 +15%
LRWA
130
Long Run Wealth Advisors
New York
$754K +$763K +18,840 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$751K -$10.1K -249 -1%
RP
132
Riverwater Partners
Wisconsin
$739K +$742K +18,326 New
PCA
133
Personal Capital Advisors
California
$725K -$17.6K -435 -2%
BF
134
Brooklyn FI
New York
$723K +$726K +17,929 New
CWM
135
Cranbrook Wealth Management
Michigan
$706K +$12.8K +315 +2%
GIA
136
Goodwin Investment Advisory
Georgia
$706K +$92K +2,273 +15%
AFAS
137
Acorn Financial Advisory Services
Virginia
$700K – – –
RIA
138
Regal Investment Advisors
Michigan
$694K +$142K +3,504 +26%
CB
139
Commerce Bank
Missouri
$685K +$191K +4,716 +38%
SFG
140
Sage Financial Group
Pennsylvania
$671K +$60.1K +1,485 +10%
SFG
141
SNS Financial Group
Minnesota
$666K +$47.9K +1,182 +8%
RJT
142
Raymond James Trust
Florida
$664K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$660K -$654K -16,155 -50%
DL
144
DOHJ LLC
Washington
$659K +$130K +3,223 +25%
PA
145
Parallel Advisors
California
$652K +$130K +3,207 +25%
AWM
146
Axxcess Wealth Management
California
$651K +$653K +16,135 New
QCM
147
Quest Capital Management
Texas
$646K – – –
MBT
148
Montecito Bank & Trust
California
$634K – – –
FHA
149
First Horizon Advisors
Tennessee
$618K +$85.1K +2,103 +16%
EPP
150
ETF Portfolio Partners
Kansas
$615K +$294K +7,252 +91%
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