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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
326
Marino Stram & Associates
Massachusetts
$1.28M +$1.26K +8 +0.1%
NA
327
Nottingham Advisors
New York
$1.27M -$50K -316 -4%
XFP
328
Xena Financial Planning
Oregon
$1.26M -$127K -801 -9%
SAI
329
Savvy Advisors Inc
New York
$1.26M -$1.15M -7,291 -49%
SAM
330
Strategy Asset Managers
California
$1.26M +$26.6K +168 +2%
SA
331
Sovran Advisors
California
$1.24M -$158 -1 -0%
CWG
332
Crown Wealth Group
North Carolina
$1.24M – – –
AC
333
AlphaCore Capital
California
$1.23M +$16.8K +106 +1%
BIA
334
Bell Investment Advisors
California
$1.23M +$80.5K +509 +7%
HFS
335
Hughes Financial Services
Virginia
$1.21M +$9.33K +59 +0.8%
FWP
336
Firethorn Wealth Partners
Georgia
$1.19M -$3.32K -21 -0.3%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M -$639K -4,041 -36%
MBFW
338
Morton Brown Family Wealth
Pennsylvania
$1.19M -$6.01K -38 -0.5%
ST
339
Sentinel Trust
Texas
$1.18M -$42.4K -268 -4%
KFP
340
Keener Financial Planning
Texas
$1.18M +$41.9K +265 +4%
CAM
341
Cresset Asset Management
Illinois
$1.17M +$158 +1 +0%
PPW
342
Presilium Private Wealth
Pennsylvania
$1.16M +$13.8K +87 +1%
TWM
343
TSA Wealth Management
Texas
$1.15M – – –
KF
344
Kelsey Financial
California
$1.15M -$23.1K -146 -2%
DADC
345
D.A. Davidson & Co
Montana
$1.14M – – –
RCS
346
Retirement Capital Strategies
California
$1.14M -$42.4K -268 -4%
MHB
347
Midwest Heritage Bank
Iowa
$1.14M – – –
ACA
348
American Capital Advisory
Idaho
$1.14M – – –
VNA
349
Valley National Advisers
Pennsylvania
$1.14M +$80.8K +511 +8%
BSB
350
Bangor Savings Bank
Maine
$1.13M +$104K +659 +11%
12 13
14
15 16