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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
376
Sequoia Financial Advisors
Ohio
$1.02M +$64.4K +643 +7%
WF
377
Wayfinding Financial
Washington
$1M +$263K +2,626 +31%
WS
378
Wedbush Securities
California
$991K +$249K +2,487 +34%
RIG
379
Ramiah Investment Group
Wisconsin
$978K +$98.4K +982 +11%
SI
380
Stephens Inc
Arkansas
$958K – – –
VWA
381
V Wealth Advisors
Kansas
$950K -$90.1K -900 -9%
ACM
382
Absolute Capital Management
Pennsylvania
$935K +$228K +2,278 +33%
TCMP
383
Thrive Capital Management (Pennsylvania)
Pennsylvania
$927K +$164K +1,637 +22%
VA
384
Valmark Advisers
Ohio
$923K -$19.1K -191 -2%
PA
385
Parallel Advisors
California
$920K -$16.8K -168 -2%
SHWM
386
Silicon Hills Wealth Management
Texas
$908K -$962K -9,604 -52%
ACA
387
Affinity Capital Advisors
California
$905K -$3.91K -39 -0.4%
MCM
388
MAI Capital Management
Ohio
$901K +$123K +1,232 +16%
KPWS
389
Kestra Private Wealth Services
Texas
$897K +$195K +1,943 +28%
AAS
390
Ameritas Advisory Services
Nebraska
$880K +$190K +1,895 +28%
EPP
391
ETF Portfolio Partners
Kansas
$878K -$7.01K -70 -0.8%
DWT
392
Dorsey & Whitney Trust
South Dakota
$872K – – –
KIG
393
Kowal Investment Group
Wisconsin
$872K +$862K +8,604 New
GIA
394
Gladstone Institutional Advisory
Florida
$860K +$404K +4,035 +91%
DWP
395
Destiny Wealth Partners
Florida
$850K -$18.1K -181 -2%
JFG
396
JMG Financial Group
Illinois
$831K – – –
TI
397
tru Independence
Oregon
$817K +$6.01K +60 +0.7%
AF
398
Allworth Financial
California
$805K -$1.87M -18,656 -70%
FHA
399
First Horizon Advisors
Tennessee
$797K -$9.89M -98,780 -93%
MA
400
MKT Advisors
California
$797K +$164K +1,642 +22%
14 15
16
17 18