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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
251
Valmark Advisers
Ohio
$1.64M +$11.4K +91 +0.8%
SFA
252
Sequoia Financial Advisors
Ohio
$1.62M +$6.12K +49 +0.4%
SAMC
253
Spectrum Asset Management (California)
California
$1.62M -$92.9K -744 -6%
RIM
254
Ryan Investment Management
Colorado
$1.62M +$1.49M +11,956 New
CPIG
255
Chicago Partners Investment Group
Illinois
$1.61M -$15K -120 -1%
AWS
256
Atria Wealth Solutions
New York
$1.58M -$3.55M -28,431 -71%
WWG
257
West Wealth Group
California
$1.58M -$5.62K -45 -0.4%
VA
258
VestGen Advisors
Illinois
$1.54M -$82.3K -659 -6%
GAM
259
Gould Asset Management
California
$1.54M -$58.9K -472 -4%
SFS
260
Sowell Financial Services
Arkansas
$1.53M -$38.6K -309 -3%
SFG
261
SNS Financial Group
Minnesota
$1.53M +$84.3K +675 +6%
TFO
262
Tarbox Family Office
California
$1.53M +$362K +2,900 +35%
COCM
263
Charter Oak Capital Management
New Hampshire
$1.52M -$3.75K -30 -0.3%
CWM
264
Cranbrook Wealth Management
Michigan
$1.51M +$31.2K +250 +2%
RFA
265
RTD Financial Advisors
Pennsylvania
$1.49M -$130K -1,045 -9%
CWM
266
Congress Wealth Management
Massachusetts
$1.49M +$67.5K +541 +5%
RSWM
267
Robertson Stephens Wealth Management
California
$1.48M +$48.6K +389 +4%
TWP
268
Tempus Wealth Planning
California
$1.47M +$88.5K +709 +7%
BBP
269
Banco BTG Pactual
Brazil
$1.44M +$356K +2,850 +37%
AA
270
Advisory Alpha
Michigan
$1.44M +$1.25K +10 +0.1%
EFG
271
Elios Financial Group
Ohio
$1.44M +$214K +1,715 +19%
SCA
272
Scott Capital Advisors
Oregon
$1.42M +$134K +1,071 +11%
WIA
273
World Investment Advisors
California
$1.41M -$5.12K -41 -0.4%
SW
274
SoFi Wealth
California
$1.4M +$524K +4,195 +68%
GRP
275
Global Retirement Partners
California
$1.4M +$1.29M +10,318 New
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