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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
376
Colonial River Investments
Virginia
$402K +$26.5K +277 +7%
VBFP
377
Valtinson Bruner Financial Planning
Minnesota
$397K -$11.6K -121 -3%
CPIG
378
Chicago Partners Investment Group
Illinois
$397K +$21.9K +229 +6%
COCM
379
Charter Oak Capital Management
New Hampshire
$395K +$316K +3,299 +460%
B
380
Bailard
California
$393K – – –
AFAS
381
Acorn Financial Advisory Services
Virginia
$385K +$11.4K +119 +3%
XF
382
XML Financial
Maryland
$376K – – –
PAI
383
Pittenger & Anderson Inc
Nebraska
$368K +$9.85K +103 +3%
TAM
384
Tucker Asset Management
Colorado
$363K -$212K -2,215 -38%
RWM
385
RKL Wealth Management
Pennsylvania
$362K +$5.07K +53 +1%
WI
386
Wintrust Investments
Illinois
$361K -$5.12M -53,554 -94%
MFG
387
Merit Financial Group
Georgia
$360K +$106K +1,104 +43%
SWM
388
Sugarloaf Wealth Management
Georgia
$356K +$339K +3,540 +4,658%
GDP
389
Great Diamond Partners
Maine
$352K +$91.1K +952 +36%
SVWAG
390
Sound View Wealth Advisors Group
Georgia
$352K +$342K +3,575 New
GIA
391
GHP Investment Advisors
Colorado
$350K – – –
CTC
392
Central Trust Company
Missouri
$350K +$340K +3,558 New
MWM
393
Meridian Wealth Management
Kentucky
$347K +$55.6K +581 +20%
SF
394
Synovus Financial
Georgia
$345K – – –
DWM
395
Destination Wealth Management
California
$340K +$330K +3,452 New
OPCM
396
Osborne Partners Capital Management
California
$332K +$24.9K +260 +8%
RFN
397
RDA Financial Network
Iowa
$329K -$1.02M -10,654 -76%
BCA
398
Berman Capital Advisors
Georgia
$321K – – –
1WA
399
180 Wealth Advisors
Washington
$320K +$17K +178 +6%
HGWM
400
Harvest Group Wealth Management
Massachusetts
$319K – – –
14 15
16
17 18