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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
326
Magnus Financial Group
New York
$1.08M -$38.1K -389 -3%
CFG
327
Citizens Financial Group
Rhode Island
$1.07M +$90.6K +925 +9%
PI
328
PFG Investments
New York
$1.07M +$82.2K +839 +8%
T
329
TCWP
Ohio
$1.07M -$3.59M -36,702 -76%
BFM
330
Boston Financial Management
Massachusetts
$1.06M -$50K -511 -4%
CPIG
331
Chicago Partners Investment Group
Illinois
$1.05M +$64.1K +654 +6%
SFG
332
Sovereign Financial Group
Connecticut
$1.04M -$442K -4,510 -29%
OWM
333
Opes Wealth Management
California
$1.03M +$406K +4,149 +60%
CWG
334
Crown Wealth Group
North Carolina
$1.03M -$42.6K -435 -4%
CGL
335
Clarius Group LLC
Washington
$1.03M +$329K +3,355 +44%
MIS
336
Morningstar Investment Services
Illinois
$1.03M +$698K +7,132 +187%
MFA
337
Morling Financial Advisors
California
$1.03M +$36.6K +374 +4%
GWP
338
Gateway Wealth Partners
Wisconsin
$1.02M -$233K -2,377 -18%
WMS
339
Wealth Management Solutions
Pennsylvania
$1.01M -$29.6K -302 -3%
BPA
340
Beacon Pointe Advisors
California
$1.01M +$324K +3,312 +44%
HF
341
HRT Financial
New York
$1.01M +$1.05M +10,760 New
RCAG
342
Rehmann Capital Advisory Group
Michigan
$999K -$181K -1,853 -15%
BIA
343
Bigelow Investment Advisors
Maine
$996K +$17.5K +179 +2%
AC
344
AlphaCore Capital
California
$988K -$14.2K -145 -1%
EWA
345
EP Wealth Advisors
California
$976K +$890K +9,083 +696%
KL
346
KilterHowling LLC
Colorado
$962K -$37.3K -381 -4%
CAM
347
Concorde Asset Management
Michigan
$948K +$74.6K +762 +8%
WHCI
348
W.H. Cornerstone Investments
Massachusetts
$943K -$457K -4,664 -32%
MSA
349
Marino Stram & Associates
Massachusetts
$927K – – –
AA
350
Ancora Advisors
Ohio
$925K -$219K -2,241 -19%
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