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iShares ESG Aware MSCI USA Small-Cap ETF
ESML

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$178M +$914K +24,262 +0.5%
Goldman Sachs
2
Goldman Sachs
New York
$78M +$9.04M +239,885 +13%
Northern Trust
3
Northern Trust
Illinois
$62.7M +$4.88M +129,600 +9%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$57.8M +$2.86M +75,970 +5%
Creative Planning
5
Creative Planning
Kansas
$36.6M -$922K -24,450 -2%
FT
6
Fiduciary Trust
Massachusetts
$31.9M -$52.2K -1,384 -0.2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.2M -$2.88M -76,321 -9%
Vontobel Holding
8
Vontobel Holding
Switzerland
$27.2M – – –
CFG
9
Citizens Financial Group
Rhode Island
$25.3M -$1.36K -36 -0%
M&T Bank
10
M&T Bank
New York
$19M +$2.09M +55,551 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$18.3M -$576K -15,282 -3%
Bank of America
12
Bank of America
North Carolina
$15.9M +$1.47M +38,912 +10%
LPL Financial
13
LPL Financial
California
$12.7M +$2.5M +66,307 +25%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.7M -$791 -21 -0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.5M +$690K +18,319 +6%
AWA
16
Aaron Wealth Advisors
Illinois
$11.6M +$16.2M +430,546 +3,714%
UBS Group
17
UBS Group
Switzerland
$11.6M -$5.9M -156,629 -34%
AI
18
Accredited Investors
Minnesota
$10.4M +$1.32M +34,995 +15%
PAS
19
Park Avenue Securities
New York
$9.75M +$375K +9,960 +4%
Ameriprise
20
Ameriprise
Minnesota
$9.54M -$834K -22,133 -8%
AA
21
Acorns Advisers
California
$9.41M +$1.7M +45,157 +22%
Truist Financial
22
Truist Financial
North Carolina
$9.07M +$1.23M +32,757 +16%
SEI Investments
23
SEI Investments
Pennsylvania
$8.94M +$987K +26,192 +13%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.93M +$327K +8,682 +4%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$7.57M +$1.62M +42,913 +28%
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