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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
226
Institute for Wealth Management
Colorado
$4.29M +$547K +5,212 +15%
WIA
227
World Investment Advisors
California
$4.26M +$267K +2,545 +6%
AWA
228
Arete Wealth Advisors
Illinois
$4.25M +$32.4K +309 +0.8%
SWG
229
Summit Wealth Group
Vermont
$4.22M +$1.45M +13,784 +54%
TC
230
Trilogy Capital
California
$4.21M +$102K +973 +3%
LSAG
231
Lake Street Advisors Group
New Hampshire
$4.11M +$11.8K +112 +0.3%
APA
232
American Portfolios Advisors
New York
$4.06M -$210K -1,997 -5%
HWM
233
HB Wealth Management
Georgia
$4.02M +$3.91M +37,298 New
PCG
234
Private Capital Group
Connecticut
$4.01M +$206K +1,964 +6%
HSBC Holdings
235
HSBC Holdings
United Kingdom
$3.89M +$2.41M +23,000 New
DT
236
Diversified Trust
Tennessee
$3.87M +$53K +505 +1%
SAM
237
Strategic Asset Management
Minnesota
$3.87M +$214K +2,044 +6%
FA
238
Financial Advisors
Massachusetts
$3.85M +$297K +2,834 +9%
AG
239
Ascent Group
Virginia
$3.79M +$4.02M +38,329 New
AWM
240
Alterna Wealth Management
Texas
$3.73M +$3.63M +34,595 New
Fidelity Investments
241
Fidelity Investments
Massachusetts
$3.7M +$641K +6,109 +22%
GW
242
GW & Wade
Massachusetts
$3.68M +$408K +3,893 +13%
CFD
243
Creative Financial Designs
Indiana
$3.63M +$522K +4,975 +17%
IF
244
Intrua Financial
Texas
$3.58M -$472K -4,494 -12%
SCFS
245
S.C. Financial Services
Arizona
$3.57M +$3.57M +33,994 New
PFM
246
Parsec Financial Management
North Carolina
$3.54M +$103K +983 +3%
GFPC
247
Global Financial Private Client
Florida
$3.44M +$218K +2,075 +7%
FWCM
248
Ferguson Wellman Capital Management
Oregon
$3.4M +$186K +1,769 +6%
EL
249
EQ LLC
Washington
$3.35M -$336K -3,202 -9%
IA
250
IFG Advisory
Georgia
$3.33M +$716K +6,824 +28%
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