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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
326
Kestra Private Wealth Services
Texas
$514K +$15.2K +171 +3%
FANJ
327
Financial Architects (New Jersey)
New Jersey
$510K -$68.3K -768 -12%
FRA
328
Front Row Advisors
California
$507K +$43.4K +488 +10%
FCI
329
Financial Counselors Inc
Kansas
$506K – – –
PFO
330
Pathstone Family Office
New Jersey
$505K +$494K +5,555 New
MFA
331
McClarren Financial Advisors
Pennsylvania
$500K +$4.98K +56 +1%
WCFA
332
Walkner Condon Financial Advisors
Wisconsin
$495K -$244K -2,750 -34%
PFA
333
Pathway Financial Advisors
Vermont
$484K – – –
IFS
334
Ifrah Financial Services
Arkansas
$484K +$112K +1,265 +31%
1SB
335
1ST Source Bank
Indiana
$482K +$472K +5,307 New
G
336
GenTrust
Florida
$478K -$24.8K -279 -5%
EPP
337
ETF Portfolio Partners
Kansas
$470K +$23.7K +267 +5%
VCM
338
Vivaldi Capital Management
Illinois
$467K +$436K +4,908 New
CAN
339
Claraphi Advisory Network
United States
$466K +$456K +5,130 New
SAM
340
Strategy Asset Managers
California
$464K +$225K +2,531 +98%
BBA
341
BLB&B Advisors
Pennsylvania
$460K +$108K +1,212 +31%
SWG
342
Summit Wealth Group
Vermont
$457K +$447K +5,034 New
ACA
343
Aptus Capital Advisors
Alabama
$451K +$173K +1,942 +64%
KWM
344
Kingsview Wealth Management
Oregon
$438K -$13.1K -147 -3%
COF
345
Capital One Financial
Virginia
$432K +$422K +4,753 New
SEEDPG
346
S.E.E.D. Planning Group
New York
$432K +$422K +4,753 New
MWM
347
Mission Wealth Management
California
$423K -$25.7K -289 -6%
SAG
348
Spotlight Asset Group
Illinois
$421K -$5.6K -63 -1%
CPO
349
Cerity Partners OCIO
New York
$410K +$3.82K +43 +1%
SFA
350
Sequoia Financial Advisors
Ohio
$391K +$130K +1,462 +52%
12 13
14
15 16