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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$789K -$86.8K -867 -10%
AFP
402
Ausdal Financial Partners
Iowa
$789K +$71.7K +716 +10%
ST
403
Sentinel Trust
Texas
$766K -$87.5K -874 -10%
IWM
404
IHT Wealth Management
Illinois
$766K +$249K +2,487 +49%
LWP
405
Lumature Wealth Partners
Georgia
$762K -$29.4K -294 -4%
SEIA
406
Signature Estate & Investment Advisors
California
$762K +$12.2K +122 +2%
IWN
407
Independent Wealth Network
Iowa
$761K +$123K +1,230 +20%
ANTB
408
AMG National Trust Bank
Colorado
$760K – – –
RTS
409
Round Table Services
New Jersey
$755K +$746K +7,447 New
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$750K +$261K +2,606 +54%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$748K +$176K +1,759 +31%
MWM
412
Meridian Wealth Management
Kentucky
$740K +$24K +240 +3%
SAM
413
Strategy Asset Managers
California
$739K +$243K +2,431 +50%
CCM
414
Coldstream Capital Management
Washington
$738K -$3K -30 -0.4%
CRWM
415
Castle Rock Wealth Management
California
$720K -$140K -1,395 -16%
MBFW
416
Morton Brown Family Wealth
Pennsylvania
$720K – – –
COCM
417
Charter Oak Capital Management
New Hampshire
$716K +$3.51K +35 +0.5%
1SB
418
1ST Source Bank
Indiana
$716K +$99.7K +995 +16%
MFA
419
Morling Financial Advisors
California
$711K +$40.7K +406 +6%
AA
420
Advisory Alpha
Michigan
$690K -$71.5K -714 -9%
FHA
421
Flagship Harbor Advisors
Massachusetts
$689K +$52.3K +522 +8%
EFL
422
ERn Financial LLC
Wisconsin
$685K +$133K +1,325 +24%
CA
423
CGN Advisors
Kansas
$681K -$117K -1,167 -15%
CPIG
424
Chicago Partners Investment Group
Illinois
$681K +$25.3K +253 +3%
ZIG
425
Zurich Insurance Group
Switzerland
$681K +$673K +6,715 New
15 16
17
18 19