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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
376
Davenport & Co
Virginia
$978K -$31.5K -322 -3%
CIA
377
Compass Ion Advisors
Pennsylvania
$971K – – –
EPP
378
ETF Portfolio Partners
Kansas
$970K +$1.47K +15 +0.2%
SI
379
Stephens Inc
Arkansas
$961K – – –
IAS
380
IMA Advisory Services
Colorado
$957K – – –
CPP
381
Capasso Planning Partners
South Carolina
$948K +$92.6K +946 +12%
SPC
382
Sigma Planning Corp
Michigan
$946K -$743K -7,589 -46%
LWMG
383
Levy Wealth Management Group
Pennsylvania
$936K +$6.46K +66 +0.7%
BF
384
Brooklyn FI
New York
$935K -$63.4K -647 -7%
DADC
385
D.A. Davidson & Co
Montana
$928K +$4.7K +48 +0.5%
SAG
386
SageView Advisory Group
California
$927K +$376K +3,836 +81%
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$926K -$4.11K -42 -0.5%
ST
388
Sentinel Trust
Texas
$920K +$16.9K +173 +2%
CFD
389
Creative Financial Designs
Indiana
$920K -$46.5K -475 -5%
LIA
390
LifePlan Investment Advisors
North Carolina
$917K +$140K +1,425 +19%
MBFW
391
Morton Brown Family Wealth
Pennsylvania
$912K +$7.54K +77 +0.9%
VA
392
Valmark Advisers
Ohio
$909K +$47.1K +481 +6%
SFG
393
SNS Financial Group
Minnesota
$899K +$59.5K +608 +8%
BSW
394
Buckingham Strategic Wealth
Missouri
$881K +$289K +2,946 +54%
SMWM
395
Silvia McColl Wealth Management
California
$880K +$67.6K +690 +9%
AGWCA
396
Annis Gardner Whiting Capital Advisors
Florida
$874K +$2.64K +27 +0.3%
MWM
397
Meridian Wealth Management
Kentucky
$872K -$21.4K -219 -3%
FPGK
398
Financial Partners Group (Kansas)
Kansas
$867K +$686 +7 +0.1%
SAM
399
Strategy Asset Managers
California
$857K +$24.3K +248 +3%
BIG
400
Bush Investment Group
Georgia
$855K +$770K +7,861 New
14 15
16
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