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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$1.49M -$199K -1,258 -12%
CTC
302
Central Trust Company
Missouri
$1.49M +$82.4K +521 +6%
EI
303
Ethic Inc
New York
$1.48M +$689K +4,358 +93%
TWP
304
Tempus Wealth Planning
California
$1.48M -$13.6K -86 -0.9%
RIM
305
Ryan Investment Management
Colorado
$1.47M +$683K +4,319 +93%
RSWM
306
Robertson Stephens Wealth Management
California
$1.44M +$348K +2,201 +33%
KL
307
KilterHowling LLC
Colorado
$1.43M -$8.85K -56 -0.6%
ACM
308
Advisors Capital Management
New Jersey
$1.43M – – –
PGFG
309
Pine Grove Financial Group
Minnesota
$1.41M -$55.8K -353 -4%
MWM
310
Modern Wealth Management
Kansas
$1.4M -$153K -970 -10%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$1.4M -$19.8K -125 -1%
MFA
312
McClarren Financial Advisors
Pennsylvania
$1.39M +$231K +1,460 +21%
CA
313
CoreCap Advisors
Michigan
$1.39M +$35.9K +227 +3%
QCM
314
Quantinno Capital Management
New York
$1.38M +$897K +5,671 +206%
SI
315
Stephens Inc
Arkansas
$1.37M – – –
OWCM
316
One Wealth Capital Management
Arizona
$1.37M +$212K +1,343 +19%
WA
317
Wealth Alliance
New York
$1.36M -$88.9K -562 -6%
KFSC
318
Keystone Financial Services (Colorado)
Colorado
$1.36M +$71.8K +454 +6%
MAMG
319
Milestone Asset Management Group
Connecticut
$1.33M -$5.06K -32 -0.4%
HT
320
Headlands Technologies
Illinois
$1.33M -$376K -2,381 -23%
WAL
321
W Advisors LLC
Tennessee
$1.3M -$13.4K -85 -1%
WA
322
WBH Advisory
Maryland
$1.3M +$6.01K +38 +0.5%
AWP
323
Axis Wealth Partners
Rhode Island
$1.3M +$1.9K +12 +0.2%
JC
324
JB Capital
Connecticut
$1.3M +$7.91K +50 +0.6%
AWM
325
Aprio Wealth Management
Georgia
$1.28M +$2.06K +13 +0.2%
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