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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
201
Stordahl Capital Management
Colorado
$442K – – –
MFC
202
Morris Financial Concepts
South Carolina
$438K +$5.14K +128 +1%
CAG
203
Curtis Advisory Group
California
$432K -$270K -6,709 -39%
PAG
204
Private Advisor Group
New Jersey
$420K -$34.2K -852 -8%
BSB
205
Bangor Savings Bank
Maine
$420K -$325K -8,093 -45%
PP
206
PrairieView Partners
Minnesota
$416K +$96.4K +2,397 +32%
ST
207
Spinnaker Trust
Maine
$414K +$4.1K +102 +1%
EWA
208
ERTS Wealth Advisors
Michigan
$411K -$6.95K -173 -2%
BFP
209
Brewster Financial Planning
New York
$411K – – –
SFA
210
Sequoia Financial Advisors
Ohio
$408K -$11.3K -280 -3%
RWP
211
RWA Wealth Partners
Massachusetts
$407K – – –
MBT
212
Montecito Bank & Trust
California
$404K -$215K -5,346 -36%
HG
213
Harbor Group
New Hampshire
$398K +$21.7K +541 +6%
REMPR
214
Roof Eidam Maycock Peralta (REMP)
California
$393K – – –
T
215
TrueFG
Texas
$392K – – –
FFN
216
Focus Financial Network
Minnesota
$389K -$5.11K -127 -1%
SAI
217
Savvy Advisors Inc
New York
$389K -$1K -25 -0.3%
1SB
218
1ST Source Bank
Indiana
$389K -$3.34K -83 -0.9%
EWA
219
Emergent Wealth Advisors
New York
$383K – – –
MCWS
220
McKinley Carter Wealth Services
West Virginia
$377K +$17.4K +434 +5%
FA
221
Fountainhead AM
New Jersey
$376K +$14K +348 +4%
OWA
222
Opal Wealth Advisors
New York
$366K -$13K -323 -4%
MAG
223
Mokosak Advisory Group
Iowa
$364K -$9.13K -227 -3%
EH
224
Equitable Holdings
New York
$363K +$35.1K +873 +11%
PPW
225
Presilium Private Wealth
Pennsylvania
$360K -$9.25K -230 -3%
7 8
9
10 11