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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
151
Relyea Zuckerberg Hanson
Connecticut
$614K -$13.1K -323 -2%
KFSC
152
Keystone Financial Services (Colorado)
Colorado
$612K +$615K +15,184 New
AIP
153
Ameritas Investment Partners
Nebraska
$611K -$15.1K -373 -2%
GC
154
Garde Capital
Washington
$610K +$612K +15,118 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$604K +$607K +14,989 New
SB
156
Strategic Blueprint
Georgia
$601K +$141K +3,488 +31%
CL
157
CPWM LLC
Washington
$593K – – –
BSWM
158
Boston Standard Wealth Management
Massachusetts
$584K +$2.27K +56 +0.4%
CAM
159
Crestone Asset Management
Colorado
$573K +$576K +14,223 New
MM
160
Main Management
California
$572K +$151K +3,722 +36%
SCA
161
Snowden Capital Advisors
New York
$570K +$3.08K +76 +0.5%
RRA
162
Round Rock Advisors
Connecticut
$563K +$565K +13,953 New
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$562K +$36.5K +902 +7%
OCM
164
One Capital Management
California
$558K +$237K +5,857 +73%
DWT
165
Dorsey & Whitney Trust
South Dakota
$552K +$40.5K +1,000 +8%
AIM
166
Acropolis Investment Management
Missouri
$542K +$428K +10,561 +367%
CWP
167
Concord Wealth Partners
Virginia
$541K +$223K +5,501 +69%
BDFN
168
Bond & Devick Financial Network
Minnesota
$538K +$78.9K +1,949 +17%
D
169
Dentgroup
Louisiana
$538K +$540K +13,337 New
FPF
170
First Pacific Financial
Washington
$538K +$540K +13,347 New
ECM
171
Evergreen Capital Management
Washington
$536K +$43K +1,062 +9%
PSUF
172
People's United Financial
Connecticut
$513K -$827K -20,419 -62%
PFA
173
Pathway Financial Advisors
Vermont
$510K +$555K +13,698 New
TDWM
174
Topel & Distasi Wealth Management
California
$509K +$511K +12,627 New
GWM
175
Grand Wealth Management
Michigan
$507K +$509K +12,583 New
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