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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
426
Symmetry Partners
Connecticut
$641K +$138K +1,557 +24%
DWP
427
Destiny Wealth Partners
Florida
$639K -$29.1K -329 -4%
MFA
428
McClarren Financial Advisors
Pennsylvania
$632K +$705K +7,965 New
MA
429
MKT Advisors
California
$623K -$26.1K -295 -4%
KPWS
430
Kestra Private Wealth Services
Texas
$618K -$131K -1,475 -16%
LWP
431
Lumature Wealth Partners
Georgia
$613K +$17K +192 +3%
SFG
432
SNS Financial Group
Minnesota
$592K +$247K +2,790 +60%
SQA
433
Simon Quick Advisors
New Jersey
$590K – – –
AFP
434
Ausdal Financial Partners
Iowa
$589K -$8.77K -99 -1%
LWMG
435
Levy Wealth Management Group
Pennsylvania
$589K +$59.8K +675 +10%
DWT
436
Dorsey & Whitney Trust
South Dakota
$588K -$106K -1,200 -14%
SVWAG
437
Sound View Wealth Advisors Group
Georgia
$586K – – –
ST
438
Sentinel Trust
Texas
$581K – – –
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$576K +$95.6K +1,080 +18%
MBFW
440
Morton Brown Family Wealth
Pennsylvania
$575K +$708 +8 +0.1%
FB
441
Fulton Bank
Pennsylvania
$559K – – –
USCWA
442
U.S. Capital Wealth Advisors
Texas
$542K +$211K +2,388 +54%
RW
443
Rede Wealth
Virginia
$532K -$35.4K -400 -6%
CC
444
Chicago Capital
Illinois
$532K – – –
CAM
445
Cresset Asset Management
Illinois
$531K -$73.3K -828 -11%
CPP
446
Capasso Planning Partners
South Carolina
$530K +$18.1K +204 +3%
FHA
447
Flagship Harbor Advisors
Massachusetts
$529K -$2.13K -24 -0.4%
TPCW
448
TD Private Client Wealth
New York
$528K -$2.83K -32 -0.5%
SAM
449
Strategy Asset Managers
California
$528K +$217K +2,453 +58%
MC
450
Moors & Cabot
Massachusetts
$527K +$588K +6,641 New
16 17
18
19 20