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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
376
Lloyd Advisory Services
Georgia
$1.04M -$129K -1,515 -11%
HGWM
377
Harvest Group Wealth Management
Massachusetts
$1.04M -$117K -1,369 -10%
DC
378
Davenport & Co
Virginia
$1.04M -$108K -1,264 -9%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$1.04M -$150K -1,759 -13%
COCM
380
Charter Oak Capital Management
New Hampshire
$1.01M +$50.9K +597 +5%
TC
381
TownSquare Capital
Utah
$1.01M -$70.9K -831 -7%
MA
382
MKT Advisors
California
$991K +$295K +3,462 +44%
SPWG
383
Syntegra Private Wealth Group
Missouri
$988K +$995K +11,659 New
PWMG
384
Pioneer Wealth Management Group
Texas
$988K +$994K +11,653 New
BBHC
385
Brown Brothers Harriman & Co
New York
$984K – – –
FPGK
386
Financial Partners Group (Kansas)
Kansas
$975K -$191K -2,240 -17%
IGWM
387
ICA Group Wealth Management
Colorado
$959K -$27.9K -327 -3%
MSWMA
388
Market Street Wealth Management Advisors
Indiana
$959K -$21.9M -256,216 -96%
CAM
389
Crestone Asset Management
Colorado
$944K -$717K -8,399 -43%
JFG
390
JMG Financial Group
Illinois
$942K +$138K +1,622 +17%
BIA
391
Bigelow Investment Advisors
Maine
$925K +$57.8K +678 +7%
3LCM
392
3D/L Capital Management
Connecticut
$920K -$96.6K -1,132 -9%
PFA
393
Pinnacle Family Advisors
Missouri
$919K -$145K -1,694 -14%
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$914K -$769K -9,019 -46%
IWM
395
IHT Wealth Management
Illinois
$913K -$928K -10,873 -50%
JWCA
396
J.W. Cole Advisors
Florida
$912K -$106K -1,241 -10%
RP
397
Riverwater Partners
Wisconsin
$905K -$441K -5,170 -33%
1SB
398
1ST Source Bank
Indiana
$884K – – –
EWA
399
EP Wealth Advisors
California
$882K -$35.7K -419 -4%
AF
400
Apexium Financial
Texas
$870K -$3.36M -39,419 -79%
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