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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
351
Vident Advisory
Georgia
$920K +$959K +9,795 New
JWCA
352
J.W. Cole Advisors
Florida
$919K +$22.1K +226 +2%
DC
353
Davenport & Co
Virginia
$906K -$52.4K -535 -5%
TFO
354
Tarbox Family Office
California
$903K -$484K -4,942 -34%
API
355
Advisor Partners II
California
$899K – – –
BF
356
Brooklyn FI
New York
$898K +$42.7K +436 +5%
CAL
357
Capital Analysts LLC
Pennsylvania
$891K -$405K -4,138 -30%
FIA
358
Foundations Investment Advisors
Arizona
$888K -$17.6M -179,474 -95%
AFPL
359
Advus Financial Partners, LLC
Florida
$879K -$5.43M -55,455 -86%
CIA
360
Compass Ion Advisors
Pennsylvania
$869K +$906K +9,250 New
CFD
361
Creative Financial Designs
Indiana
$868K -$488K -4,980 -35%
EPP
362
ETF Portfolio Partners
Kansas
$867K -$21.7K -222 -2%
SI
363
Stephens Inc
Arkansas
$860K -$2.06K -21 -0.2%
CCM
364
Coldstream Capital Management
Washington
$857K -$17K -174 -2%
IAS
365
IMA Advisory Services
Colorado
$856K – – –
AF
366
Apexium Financial
Texas
$850K – – –
WIA
367
World Investment Advisors
California
$839K -$817K -8,339 -48%
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$833K -$16.7K -171 -2%
LWMG
369
Levy Wealth Management Group
Pennsylvania
$831K – – –
DADC
370
D.A. Davidson & Co
Montana
$826K +$7.54K +77 +0.9%
T
371
TRUADVICE
Florida
$823K -$617K -6,300 -43%
FCI
372
Financial Counselors Inc
Kansas
$822K -$72.7K -742 -8%
TPWA
373
TRUE Private Wealth Advisors
Oregon
$815K -$560K -5,713 -40%
MBFW
374
Morton Brown Family Wealth
Pennsylvania
$809K -$20.9K -213 -2%
ST
375
Sentinel Trust
Texas
$807K +$126K +1,287 +18%
13 14
15
16 17