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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
201
Vaughan & Co Securities
New Jersey
$444K – – –
NYLIM
202
New York Life Investment Management
New York
$437K +$86.3K +2,528 +28%
OWA
203
One Wealth Advisors
California
$436K -$947K -27,735 -71%
MFA
204
McClarren Financial Advisors
Pennsylvania
$432K +$4.95K +145 +1%
RWP
205
RWA Wealth Partners
Massachusetts
$431K +$387K +11,335 New
BSWM
206
Boston Standard Wealth Management
Massachusetts
$426K – – –
WFA
207
Wade Financial Advisory
California
$424K +$717 +21 +0.2%
PAG
208
Private Advisor Group
New Jersey
$416K +$24.9K +730 +7%
SFA
209
Sequoia Financial Advisors
Ohio
$415K +$373K +10,921 New
CCM
210
Coldstream Capital Management
Washington
$408K – – –
MAG
211
Mokosak Advisory Group
Iowa
$405K +$8.94K +262 +3%
BPA
212
Beacon Pointe Advisors
California
$401K -$53.2K -1,558 -13%
RP
213
Riverwater Partners
Wisconsin
$394K -$21K -616 -6%
BBA
214
BLB&B Advisors
Pennsylvania
$390K +$53.6K +1,570 +18%
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
$385K -$4.27K -125 -1%
SWA
216
Sax Wealth Advisors
New Jersey
$380K -$5.12K -150 -1%
BSB
217
Bangor Savings Bank
Maine
$379K -$27.3K -799 -7%
EWA
218
ERTS Wealth Advisors
Michigan
$378K +$9.22K +270 +3%
CAMV
219
Concord Asset Management (Virginia)
Virginia
$375K -$123K -3,589 -27%
SWPG
220
Strategic Wealth Partners Group
Illinois
$372K +$1.33K +39 +0.4%
DI
221
DFPG Investments
Utah
$364K -$99.1K -2,902 -23%
T
222
TrueFG
Texas
$361K +$7.41K +217 +2%
ST
223
Spinnaker Trust
Maine
$361K +$7.78K +228 +2%
SAI
224
Savvy Advisors Inc
New York
$357K +$320K +9,387 New
BFP
225
Brewster Financial Planning
New York
$356K -$101K -2,961 -24%
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9
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