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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
301
BLB&B Advisors
Pennsylvania
$1.19M +$269K +2,212 +31%
MOS
302
MGO One Seven
Ohio
$1.19M +$22.6K +186 +2%
AWA
303
Aaron Wealth Advisors
Illinois
$1.18M +$2.55K +21 +0.2%
DADC
304
D.A. Davidson & Co
Montana
$1.17M – – –
CIA
305
Compass Ion Advisors
Pennsylvania
$1.17M – – –
SI
306
Stephens Inc
Arkansas
$1.16M – – –
BFM
307
Boston Financial Management
Massachusetts
$1.16M -$73.7K -607 -6%
SP
308
Symmetry Partners
Connecticut
$1.15M +$8.38K +69 +0.8%
EFG
309
Elios Financial Group
Ohio
$1.14M +$1.1M +9,041 New
RCAG
310
Rehmann Capital Advisory Group
Michigan
$1.14M -$91.9K -757 -8%
ST
311
Sentinel Trust
Texas
$1.14M -$44.7K -368 -4%
TFO
312
Tarbox Family Office
California
$1.11M +$1.09K +9 +0.1%
SFPM
313
Sensible Financial Planning & Management
Massachusetts
$1.11M +$1.06M +8,770 New
SAG
314
SageView Advisory Group
California
$1.11M -$17.7K -146 -2%
EB
315
Eastern Bank
Massachusetts
$1.11M +$1.06M +8,766 New
MWS
316
Maxwell Wealth Strategies
California
$1.1M – – –
MHB
317
Midwest Heritage Bank
Iowa
$1.09M +$607 +5 +0.1%
MWM
318
Modern Wealth Management
Kansas
$1.09M +$80K +659 +8%
EWA
319
EP Wealth Advisors
California
$1.08M -$302K -2,485 -22%
FPAS
320
Focus Partners Advisor Solutions
Missouri
$1.08M +$84K +692 +9%
MBFW
321
Morton Brown Family Wealth
Pennsylvania
$1.08M – – –
RCS
322
Retirement Capital Strategies
California
$1.08M -$27.6K -227 -3%
BAM
323
Belpointe Asset Management
Nevada
$1.07M -$642K -5,290 -38%
RFP
324
RCS Financial Planning
Maryland
$1.07M -$36.8K -303 -3%
FWP
325
Firethorn Wealth Partners
Georgia
$1.06M -$31.4K -259 -3%
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