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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
201
Morris Financial Concepts
South Carolina
$438K +$5.14K +128 +1%
CAG
202
Curtis Advisory Group
California
$432K -$270K -6,709 -39%
PAG
203
Private Advisor Group
New Jersey
$420K -$34.2K -852 -8%
BSB
204
Bangor Savings Bank
Maine
$420K -$325K -8,093 -45%
PP
205
PrairieView Partners
Minnesota
$416K +$96.4K +2,397 +32%
ST
206
Spinnaker Trust
Maine
$414K +$4.1K +102 +1%
EWA
207
ERTS Wealth Advisors
Michigan
$411K -$6.95K -173 -2%
BFP
208
Brewster Financial Planning
New York
$411K – – –
SFA
209
Sequoia Financial Advisors
Ohio
$408K -$11.3K -280 -3%
RWP
210
RWA Wealth Partners
Massachusetts
$407K – – –
MBT
211
Montecito Bank & Trust
California
$404K -$215K -5,346 -36%
HG
212
Harbor Group
New Hampshire
$398K +$21.7K +541 +6%
REMPR
213
Roof Eidam Maycock Peralta (REMP)
California
$393K – – –
T
214
TrueFG
Texas
$392K – – –
FFN
215
Focus Financial Network
Minnesota
$389K -$5.11K -127 -1%
SAI
216
Savvy Advisors Inc
New York
$389K -$1K -25 -0.3%
1SB
217
1ST Source Bank
Indiana
$389K -$3.34K -83 -0.9%
EWA
218
Emergent Wealth Advisors
New York
$383K – – –
MCWS
219
McKinley Carter Wealth Services
West Virginia
$377K +$17.4K +434 +5%
FA
220
Fountainhead AM
New Jersey
$376K +$14K +348 +4%
OWA
221
Opal Wealth Advisors
New York
$366K -$13K -323 -4%
MAG
222
Mokosak Advisory Group
Iowa
$364K -$9.13K -227 -3%
EH
223
Equitable Holdings
New York
$363K +$35.1K +873 +11%
PPW
224
Presilium Private Wealth
Pennsylvania
$360K -$9.25K -230 -3%
CFG
225
Carr Financial Group
Massachusetts
$355K -$3.02K -75 -0.9%
7 8
9
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