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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
301
Symmetry Partners
Connecticut
$1.37M +$172K +1,162 +14%
XFP
302
Xena Financial Planning
Oregon
$1.37M +$1.36M +9,178 New
FFS
303
Founders Financial Securities
Maryland
$1.35M +$1.34M +9,065 New
BBA
304
BLB&B Advisors
Pennsylvania
$1.34M +$28.7K +194 +2%
ACM
305
Advisors Capital Management
New Jersey
$1.31M +$1.3M +8,804 New
SI
306
Stephens Inc
Arkansas
$1.3M – – –
MAMG
307
Milestone Asset Management Group
Connecticut
$1.29M -$15.1K -102 -1%
AWM
308
Aprio Wealth Management
Georgia
$1.29M +$75.7K +512 +6%
WAL
309
W Advisors LLC
Tennessee
$1.28M – – –
RCAG
310
Rehmann Capital Advisory Group
Michigan
$1.28M -$64K -433 -5%
KFSC
311
Keystone Financial Services (Colorado)
Colorado
$1.27M +$291K +1,966 +30%
WA
312
Wealth Alliance
New York
$1.27M -$103K -695 -8%
JC
313
JB Capital
Connecticut
$1.26M -$121K -821 -9%
BIG
314
Brookwood Investment Group
Arizona
$1.25M +$76.6K +518 +7%
CCFM
315
Clear Creek Financial Management
Washington
$1.23M -$12.7K -86 -1%
CTC
316
Central Trust Company
Missouri
$1.23M +$377K +2,548 +45%
IAIM
317
International Assets Investment Management
Florida
$1.22M +$261K +1,768 +28%
NA
318
Nottingham Advisors
New York
$1.21M -$127K -856 -10%
CA
319
CoreCap Advisors
Michigan
$1.21M +$25.1K +170 +2%
RIM
320
Ryan Investment Management
Colorado
$1.21M -$560K -3,790 -32%
SA
321
Sovran Advisors
California
$1.2M -$31.6K -214 -3%
EWA
322
EverSource Wealth Advisors
Alabama
$1.19M -$6.21K -42 -0.5%
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$1.19M +$958K +6,477 +426%
CWG
324
Crown Wealth Group
North Carolina
$1.19M – – –
OGF
325
Orin Green Financial
California
$1.19M – – –
11 12
13
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