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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$353K +$349K +4,637 New
FPGK
252
Financial Partners Group (Kansas)
Kansas
$344K +$50.3K +668 +17%
AA
253
Ancora Advisors
Ohio
$342K +$330K +4,382 +4,382%
HAS
254
HBW Advisory Services
California
$337K -$16.1K -214 -5%
MWM
255
Mission Wealth Management
California
$328K – – –
DC
256
Davenport & Co
Virginia
$318K +$11.4K +151 +4%
HFS
257
Howard Financial Services
Texas
$318K +$314K +4,175 New
LSA
258
Lion Street Advisors
Texas
$315K +$309K +4,105 New
PA
259
Planning Alternatives
Michigan
$313K +$309K +4,108 New
ECM
260
Evergreen Capital Management
Washington
$294K +$291K +3,859 New
DWT
261
Dorsey & Whitney Trust
South Dakota
$290K +$22.6K +300 +9%
HR
262
Hayden Royal
North Carolina
$288K +$7.46K +99 +3%
1WA
263
180 Wealth Advisors
Washington
$287K +$276K +3,665 New
RWM
264
RKL Wealth Management
Pennsylvania
$275K +$979 +13 +0.4%
AFAS
265
Acorn Financial Advisory Services
Virginia
$273K +$75 +1 +0%
EFL
266
ERn Financial LLC
Wisconsin
$272K +$35.1K +466 +15%
WFA
267
Wade Financial Advisory
California
$267K – – –
WWM
268
WT Wealth Management
Arizona
$266K -$9.27K -123 -3%
MWM
269
Mattern Wealth Management
Kansas
$265K -$13.3K -176 -5%
PFA
270
Pathway Financial Advisors
Vermont
$265K +$260K +3,455 New
WANY
271
Wealthspire Advisors (New York)
New York
$264K -$36.5K -485 -12%
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$264K +$261K +3,464 New
MG
273
Mather Group
Illinois
$249K -$89.7K -1,191 -27%
PAG
274
Pinnacle Advisory Group
Maryland
$249K +$247K +3,273 New
BCA
275
Berman Capital Advisors
Georgia
$248K – – –
9 10
11
12 13