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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
$470K – – –
PAG
202
Private Advisor Group
New Jersey
$468K +$26.2K +688 +6%
MFA
203
McClarren Financial Advisors
Pennsylvania
$463K +$4.22K +111 +1%
OWA
204
One Wealth Advisors
California
$453K -$8.52K -224 -2%
DAS
205
Diversify Advisory Services
Utah
$444K +$425K +11,159 New
CWP
206
Concord Wealth Partners
Virginia
$438K -$107K -2,825 -21%
SFA
207
Sequoia Financial Advisors
Ohio
$438K -$1.48K -39 -0.4%
CCM
208
Coldstream Capital Management
Washington
$432K – – –
NW
209
NewEdge Wealth
Pennsylvania
$432K -$387K -10,166 -47%
AAS
210
Avantax Advisory Services
Texas
$420K -$47.4K -1,246 -11%
RP
211
Riverwater Partners
Wisconsin
$419K +$1.75K +46 +0.4%
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$417K +$8.1K +213 +2%
RWP
213
RWA Wealth Partners
Massachusetts
$415K -$39K -1,025 -9%
SWA
214
Sax Wealth Advisors
New Jersey
$414K +$10.3K +270 +3%
EWA
215
ERTS Wealth Advisors
Michigan
$401K +$418 +11 +0.1%
AT
216
American Trust
Kentucky
$397K +$26.1K +685 +7%
SWPG
217
Strategic Wealth Partners Group
Illinois
$384K -$9.17K -241 -2%
T
218
TrueFG
Texas
$379K -$3.2K -84 -0.9%
SAI
219
Savvy Advisors Inc
New York
$378K – – –
BFP
220
Brewster Financial Planning
New York
$377K – – –
ST
221
Spinnaker Trust
Maine
$375K -$6.54K -172 -2%
FFN
222
Focus Financial Network
Minnesota
$369K -$5.87M -154,322 -94%
1SB
223
1ST Source Bank
Indiana
$366K +$25.4K +668 +8%
JBA
224
Johnson Bixby & Associates
Washington
$365K -$152 -4 -0%
MAG
225
Mokosak Advisory Group
Iowa
$363K -$62.4K -1,639 -15%
7 8
9
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