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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
326
Manning & Napier Advisors
New York
$1.13M – – –
RSWM
327
Robertson Stephens Wealth Management
California
$1.13M -$447K -3,191 -29%
TWCA
328
Two West Capital Advisors
Kansas
$1.12M +$52K +371 +5%
VA
329
Vident Advisory
Georgia
$1.12M +$95.9K +685 +10%
DADC
330
D.A. Davidson & Co
Montana
$1.11M -$3.36K -24 -0.3%
AG
331
Ascent Group
Virginia
$1.11M +$59.9K +428 +6%
RCS
332
Retirement Capital Strategies
California
$1.1M -$11.8K -84 -1%
ST
333
Sentinel Trust
Texas
$1.1M -$38.5K -275 -4%
KL
334
KilterHowling LLC
Colorado
$1.1M +$17.4K +124 +2%
SAM
335
Strategy Asset Managers
California
$1.09M -$20.9K -149 -2%
FWP
336
Firethorn Wealth Partners
Georgia
$1.07M +$3.64K +26 +0.4%
VT
337
Vise Technologies
New York
$1.07M +$467K +3,331 +82%
KP
338
Keel Point
Alabama
$1.06M – – –
PTC
339
Private Trust Company
Ohio
$1.03M -$43.3K -309 -4%
EFL
340
ERn Financial LLC
Wisconsin
$1.03M -$25.5K -182 -2%
CAM
341
Cresset Asset Management
Illinois
$1.03M +$140 +1 +0%
HFS
342
Hughes Financial Services
Virginia
$1.03M -$12.5K -89 -1%
AWA
343
Aaron Wealth Advisors
Illinois
$1.03M +$129K +922 +15%
TWM
344
TSA Wealth Management
Texas
$1.03M – – –
ACA
345
American Capital Advisory
Idaho
$1.03M -$38.1K -272 -4%
MFA
346
McClarren Financial Advisors
Pennsylvania
$1.02M -$340K -2,428 -34%
AI
347
Atria Investments
North Carolina
$1.01M +$286K +2,041 +42%
BIA
348
Bigelow Investment Advisors
Maine
$1.01M -$12K -86 -1%
PPW
349
Presilium Private Wealth
Pennsylvania
$1M -$17.9K -128 -2%
AC
350
AlphaCore Capital
California
$991K -$980 -7 -0.1%
12 13
14
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