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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
151
DeDora Capital
California
$563K – – –
GW
152
GW & Wade
Massachusetts
$555K +$50.9K +1,509 +9%
WA
153
Wealth Alliance
New York
$549K -$7.12K -211 -1%
RP
154
Riverwater Partners
Wisconsin
$549K +$15.5K +458 +3%
SFG
155
SNS Financial Group
Minnesota
$549K +$29.7K +880 +5%
DWT
156
Dorsey & Whitney Trust
South Dakota
$548K +$71.9K +2,130 +14%
RA
157
RFG Advisory
Alabama
$546K -$14.7K -436 -3%
CL
158
CPWM LLC
Washington
$542K +$233K +6,906 +64%
BPA
159
Beacon Pointe Advisors
California
$538K -$40.1K -1,188 -6%
FPF
160
First Pacific Financial
Washington
$538K +$200K +5,915 +51%
APA
161
American Portfolios Advisors
New York
$537K -$319K -9,465 -35%
TDWM
162
Topel & Distasi Wealth Management
California
$537K +$49.6K +1,469 +10%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$535K +$588K +17,430 New
AA
164
Addison Advisors
Vermont
$523K -$25.8K -765 -4%
AFAS
165
Acorn Financial Advisory Services
Virginia
$521K – – –
OCM
166
One Capital Management
California
$513K +$16.8K +499 +3%
PFA
167
Pathway Financial Advisors
Vermont
$513K +$85K +2,519 +18%
SCA
168
Snowden Capital Advisors
New York
$509K +$80.1K +2,374 +17%
RRA
169
Round Rock Advisors
Connecticut
$501K – – –
EPP
170
ETF Portfolio Partners
Kansas
$501K +$8.91K +264 +2%
GIA
171
Goodwin Investment Advisory
Georgia
$498K +$61.1K +1,811 +13%
MBT
172
Montecito Bank & Trust
California
$497K – – –
FHA
173
First Horizon Advisors
Tennessee
$491K -$12.3K -365 -2%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$489K +$4.62K +137 +0.9%
PHIC
175
Pine Haven Investment Counsel
Massachusetts
$473K +$12.5K +370 +2%
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7
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