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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
351
Credit Suisse
Switzerland
$1.21M +$1.17M +11,185 New
FWM
352
Fingerlakes Wealth Management
New York
$1.2M +$1.17M +11,118 New
RFA
353
RTD Financial Advisors
Pennsylvania
$1.19M +$1.16M +11,024 New
QC
354
Quent Capital
New York
$1.19M +$1.16M +11,009 New
HF
355
HRT Financial
New York
$1.19M -$1.43M -13,652 -55%
IFAM
356
Institutional & Family Asset Management
Colorado
$1.17M +$7.97K +76 +0.7%
FPGK
357
Financial Partners Group (Kansas)
Kansas
$1.17M +$112K +1,069 +10%
HKIMG
358
Hutchens & Kramer Investment Management Group
Indiana
$1.14M +$1.18M +11,265 New
TC
359
TownSquare Capital
Utah
$1.14M +$1.11M +10,532 New
IFG
360
Independent Financial Group
California
$1.11M +$5.98K +57 +0.6%
BFG
361
Beacon Financial Group
Texas
$1.11M +$79.5K +758 +8%
KM
362
Kalos Management
Georgia
$1.11M +$21.2K +202 +2%
VWA
363
V Wealth Advisors
Kansas
$1.11M -$175K -1,669 -14%
ACP
364
Aveo Capital Partners
Colorado
$1.09M +$239K +2,276 +29%
G
365
GenTrust
Florida
$1.06M +$523K +4,982 +92%
BIA
366
Bigelow Investment Advisors
Maine
$1.04M -$93.6K -892 -8%
JMPWA
367
JP Morgan Private Wealth Advisors
California
$1.04M +$160K +1,527 +19%
MSA
368
Marino Stram & Associates
Massachusetts
$1.02M +$98K +934 +11%
SI
369
Stephens Inc
Arkansas
$1.02M – – –
SFA
370
Sequoia Financial Advisors
Ohio
$1.02M +$988K +9,420 New
TFA
371
Teamwork Financial Advisors
Texas
$1.01M +$545K +5,195 +125%
VA
372
Valmark Advisers
Ohio
$1M -$34.8K -332 -3%
PA
373
Parallel Advisors
California
$983K +$183K +1,748 +24%
ACA
374
Affinity Capital Advisors
California
$968K -$17.2K -164 -2%
HWM
375
Hohimer Wealth Management
Washington
$961K +$934K +8,902 New
13 14
15
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