We are live on ! Find out more
ESML icon

iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
151
Concord Wealth Partners
Virginia
$626K +$114K +3,030 +23%
ADL
152
Asset Dedication LLC
California
$622K +$165K +4,389 +37%
WA
153
Wealth Alliance
New York
$621K -$194K -5,151 -24%
BPA
154
Beacon Pointe Advisors
California
$621K +$265K +7,021 +75%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$612K -$95.1K -2,522 -14%
EPP
156
ETF Portfolio Partners
Kansas
$609K +$28.4K +753 +5%
CL
157
CPWM LLC
Washington
$606K +$27.4K +727 +5%
OCM
158
One Capital Management
California
$606K +$79K +2,097 +15%
RIA
159
Regal Investment Advisors
Michigan
$600K -$54.6K -1,448 -8%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$586K +$15.6K +415 +3%
SCA
161
Snowden Capital Advisors
New York
$583K +$44.3K +1,176 +8%
RRA
162
Round Rock Advisors
Connecticut
$583K +$52.2K +1,385 +10%
MBT
163
Montecito Bank & Trust
California
$579K -$18.8K -500 -3%
PA
164
Parallel Advisors
California
$578K -$43.3K -1,149 -7%
DWT
165
Dorsey & Whitney Trust
South Dakota
$578K +$56.5K +1,500 +11%
SB
166
Strategic Blueprint
Georgia
$570K +$2.68K +71 +0.5%
AIP
167
Ameritas Investment Partners
Nebraska
$561K -$15K -399 -3%
BSWM
168
Boston Standard Wealth Management
Massachusetts
$560K +$8.4K +223 +2%
ECM
169
Evergreen Capital Management
Washington
$559K +$53.3K +1,415 +11%
BDFN
170
Bond & Devick Financial Network
Minnesota
$547K +$38.5K +1,021 +8%
GIA
171
Goodwin Investment Advisory
Georgia
$544K -$119K -3,157 -18%
DL
172
DOHJ LLC
Washington
$544K -$77.5K -2,056 -13%
MM
173
Main Management
California
$540K – – –
CAN
174
Cetera Advisor Networks
California
$538K +$102K +2,702 +24%
KFSC
175
Keystone Financial Services (Colorado)
Colorado
$535K +$41.5K +1,102 +7%
5 6
7
8 9