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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
376
ETF Portfolio Partners
Kansas
$943K +$403K +3,841 +78%
GKWIM
377
Gerber Kawasaki Wealth & Investment Management
California
$938K +$909K +8,659 +21,120%
RIG
378
Ramiah Investment Group
Wisconsin
$935K -$5.14K -49 -0.6%
DADC
379
D.A. Davidson & Co
Montana
$933K -$171K -1,627 -16%
DWT
380
Dorsey & Whitney Trust
South Dakota
$928K – – –
DWP
381
Destiny Wealth Partners
Florida
$924K – – –
ST
382
Sentinel Trust
Texas
$909K +$513K +4,885 +138%
JFG
383
JMG Financial Group
Illinois
$885K – – –
CTC
384
Central Trust Company
Missouri
$885K +$36K +343 +4%
SF
385
Synovus Financial
Georgia
$885K +$493K +4,700 +134%
FCI
386
Financial Counselors Inc
Kansas
$880K +$174K +1,661 +26%
TI
387
tru Independence
Oregon
$864K – – –
CRWM
388
Castle Rock Wealth Management
California
$852K -$423K -4,031 -32%
CA
389
CGN Advisors
Kansas
$851K +$514K +4,899 +164%
LWP
390
Lumature Wealth Partners
Georgia
$843K -$165K -1,570 -17%
CA
391
Continuum Advisory
Idaho
$837K -$38.4K -366 -5%
MWM
392
Mission Wealth Management
California
$833K +$296K +2,819 +58%
MCM
393
MAI Capital Management
Ohio
$827K +$128K +1,218 +19%
BF
394
Brooklyn FI
New York
$813K +$790K +7,532 New
AA
395
Advisory Alpha
Michigan
$812K -$3.35M -31,895 -81%
TCMP
396
Thrive Capital Management (Pennsylvania)
Pennsylvania
$810K +$788K +7,507 New
WF
397
Wayfinding Financial
Washington
$810K +$876K +8,352 New
ANTB
398
AMG National Trust Bank
Colorado
$809K – – –
SEIA
399
Signature Estate & Investment Advisors
California
$798K +$51.2K +488 +7%
CCM
400
Coldstream Capital Management
Washington
$789K -$6.51K -62 -0.8%
14 15
16
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