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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
176
Boston Standard Wealth Management
Massachusetts
$505K -$1.06K -32 -0.2%
IA
177
IFP Advisors
Florida
$500K +$80.6K +2,426 +15%
SFP
178
Shepherd Financial Partners
Massachusetts
$496K +$501K +15,089 New
BFA
179
Bragg Financial Advisors
North Carolina
$495K +$34.4K +1,036 +7%
FFA
180
Farther Finance Advisors
California
$489K +$494K +14,886 New
CAG
181
Curtis Advisory Group
California
$487K +$492K +14,802 New
FWM
182
Fingerlakes Wealth Management
New York
$478K +$21.8K +655 +5%
WA
183
Wealth Alliance
New York
$472K -$117K -3,530 -20%
RZH
184
Relyea Zuckerberg Hanson
Connecticut
$470K -$11.5K -347 -2%
CPIG
185
Chicago Partners Investment Group
Illinois
$469K +$100 +3 +0%
MM
186
Main Management
California
$467K – – –
ODIJL
187
One Day In July LLC
Vermont
$466K +$117K +3,513 +33%
AIP
188
Ameritas Investment Partners
Nebraska
$462K -$15.2K -459 -3%
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
$460K +$232K +6,979 +100%
AIM
190
Acropolis Investment Management
Missouri
$459K – – –
GIA
191
Goodwin Investment Advisory
Georgia
$455K -$79.3K -2,389 -15%
AAS
192
Avantax Advisory Services
Texas
$454K +$48.7K +1,467 +12%
FHA
193
First Horizon Advisors
Tennessee
$439K -$89.6K -2,698 -17%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$437K -$13K -391 -3%
NFP
195
NorthLanding Financial Partners
New York
$427K +$1.73K +52 +0.4%
RIA
196
Regal Investment Advisors
Michigan
$422K -$36.5K -1,098 -8%
CA
197
Cetera Advisors
Colorado
$422K +$426K +12,834 New
ECM
198
Evergreen Capital Management
Washington
$421K +$6.97K +210 +2%
JFA
199
JNBA Financial Advisors
Minnesota
$415K -$7.97K -240 -2%
PFA
200
Pathway Financial Advisors
Vermont
$404K -$148K -4,463 -27%
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8
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