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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
226
SYM Financial Corp
Indiana
$2.24M +$61.4K +415 +3%
JWCA
227
J.W. Cole Advisors
Florida
$2.23M +$58.5K +396 +3%
MIM
228
Macroview Investment Management
Maryland
$2.22M +$1.18K +8 +0.1%
MFA
229
Mayflower Financial Advisors
Massachusetts
$2.21M +$296 +2 +0%
1SB
230
1ST Source Bank
Indiana
$2.21M -$68.6K -464 -3%
CIA
231
Concurrent Investment Advisors
Florida
$2.18M +$817K +5,529 +61%
VCM
232
Vision Capital Management
Oregon
$2.18M +$1.48K +10 +0.1%
BFG
233
Beacon Financial Group
Texas
$2.18M +$5.77K +39 +0.3%
AAP
234
Arax Advisory Partners
Colorado
$2.16M +$2.14M +14,506 New
BWL
235
Bogart Wealth LLC
Virginia
$2.07M -$54K -365 -3%
NL
236
NEPC LLC
Massachusetts
$2.07M – – –
AIM
237
Acropolis Investment Management
Missouri
$2.03M +$206K +1,390 +11%
GA
238
GFS Advisors
Texas
$2.01M -$73.2K -495 -4%
RF
239
RHS Financial
California
$2.01M -$212K -1,435 -10%
AWA
240
Arkadios Wealth Advisors
Georgia
$2M +$538K +3,640 +37%
GWM
241
GSB Wealth Management
Connecticut
$1.99M -$48.8K -330 -2%
AWE
242
Avidian Wealth Enterprises
Texas
$1.98M +$3.1K +21 +0.2%
DC
243
Davenport & Co
Virginia
$1.97M +$5.17K +35 +0.3%
G
244
GenTrust
Florida
$1.95M +$28.5K +193 +1%
SW
245
Simplicity Wealth
New Jersey
$1.95M +$1.93M +13,083 New
BBP
246
Banco BTG Pactual
Brazil
$1.94M +$29.7K +201 +2%
BWP
247
BlueStem Wealth Partners
Minnesota
$1.94M -$38.1K -258 -2%
AF
248
Allworth Financial
California
$1.91M -$41.3K -279 -2%
SFA
249
Sequoia Financial Advisors
Ohio
$1.9M +$61.8K +418 +3%
MBT
250
Montecito Bank & Trust
California
$1.89M -$54.7K -370 -3%
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