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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MRC
276
Millburn Ridgefield Corp
New York
$1.85M +$1.3M +14,078 +289%
WLIM
277
White Lighthouse Investment Management
Massachusetts
$1.82M -$65.8K -713 -4%
MHB
278
Midwest Heritage Bank
Iowa
$1.81M -$137K -1,481 -7%
FG
279
Foster Group
Iowa
$1.79M +$190K +2,057 +13%
ICP
280
Interchange Capital Partners
Pennsylvania
$1.79M +$309K +3,341 +22%
SWM
281
Spire Wealth Management
Virginia
$1.79M -$380K -4,112 -18%
OFP
282
OLIO Financial Planning
Virginia
$1.77M +$10.2K +110 +0.6%
CAM
283
Crestone Asset Management
Colorado
$1.75M -$4.16K -45 -0.2%
DE
284
Day & Ennis
Georgia
$1.75M -$210K -2,279 -11%
WAL
285
W Advisors LLC
Tennessee
$1.73M -$34.1K -369 -2%
SS
286
Simplicity Solutions
Minnesota
$1.71M -$6.3M -68,214 -80%
GC
287
Garde Capital
Washington
$1.71M -$227K -2,460 -12%
GWM
288
GSB Wealth Management
Connecticut
$1.7M -$2.89M -31,344 -64%
TB
289
Treynor Bancshares
Iowa
$1.69M +$163K +1,760 +11%
WIA
290
World Investment Advisors
California
$1.68M -$169K -1,829 -10%
IFG
291
Independent Financial Group
California
$1.64M +$672K +7,274 +76%
LFA
292
Legacy Financial Advisors
Kentucky
$1.64M -$15.9K -172 -1%
WCM
293
Windham Capital Management
Massachusetts
$1.62M – – –
RJT
294
Raymond James Trust
Florida
$1.62M -$48.7K -527 -3%
WWM
295
WT Wealth Management
Arizona
$1.62M +$57.6K +624 +4%
SCA
296
Scott Capital Advisors
Oregon
$1.61M +$3.05K +33 +0.2%
TC
297
TownSquare Capital
Utah
$1.57M -$1.03M -11,100 -41%
SFA
298
Sequoia Financial Advisors
Ohio
$1.57M +$114K +1,236 +8%
GAM
299
Gould Asset Management
California
$1.55M -$61.1K -662 -4%
NA
300
Nottingham Advisors
New York
$1.54M -$150K -1,622 -9%
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