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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
301
My Legacy Advisors
Oregon
$1.17M -$123K -982 -10%
WA
302
Wealth Alliance
New York
$1.16M -$8.11K -65 -0.8%
SG
303
StoneX Group
New York
$1.14M +$208K +1,670 +25%
NB
304
NBT Bank
New York
$1.14M -$91.8K -735 -8%
CWG
305
Crown Wealth Group
North Carolina
$1.13M -$103K -829 -9%
OFP
306
OLIO Financial Planning
Virginia
$1.11M +$19.2K +154 +2%
CA
307
CoreCap Advisors
Michigan
$1.1M -$31.7K -254 -3%
SA
308
Sovran Advisors
California
$1.1M -$528K -4,226 -34%
AWM
309
Aprio Wealth Management
Georgia
$1.1M -$3.12K -25 -0.3%
MHB
310
Midwest Heritage Bank
Iowa
$1.1M – – –
OGF
311
Orin Green Financial
California
$1.08M – – –
MBFW
312
Morton Brown Family Wealth
Pennsylvania
$1.07M +$624 +5 +0.1%
ST
313
Sentinel Trust
Texas
$1.06M +$16K +128 +2%
AWA
314
Arkadios Wealth Advisors
Georgia
$1.06M – – –
AF
315
Apexium Financial
Texas
$1.05M +$6.49K +52 +0.7%
MNA
316
Manning & Napier Advisors
New York
$1.05M -$130K -1,039 -12%
MSA
317
Marino Stram & Associates
Massachusetts
$1.05M -$73.2K -586 -7%
JC
318
JB Capital
Connecticut
$1.04M +$27.5K +220 +3%
WA
319
WBH Advisory
Maryland
$1.04M -$242K -1,939 -20%
DADC
320
D.A. Davidson & Co
Montana
$1.04M +$3.12K +25 +0.3%
RCS
321
Retirement Capital Strategies
California
$1.04M -$49.7K -398 -5%
SAM
322
Strategy Asset Managers
California
$1.03M +$21.8K +175 +2%
KPWS
323
Kestra Private Wealth Services
Texas
$1.03M -$708K -5,673 -43%
MGP
324
Metis Global Partners
California
$1.02M -$98.2K -787 -9%
GS
325
GTS Securities
Florida
$1.02M +$938K +7,513 New
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