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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
426
Hutchens & Kramer Investment Management Group
Indiana
$738K -$29.7K -348 -4%
SWP
427
Strategic Wealth Partners
Ohio
$729K -$2.81M -32,983 -79%
LWMG
428
Levy Wealth Management Group
Pennsylvania
$709K +$81K +950 +13%
AF
429
Allworth Financial
California
$708K +$7.68K +90 +1%
JSL
430
JT Stratford LLC
Georgia
$703K +$708K +8,296 New
VA
431
Valmark Advisers
Ohio
$702K -$77.7K -911 -10%
ACA
432
Affinity Capital Advisors
California
$692K – – –
IFAM
433
Institutional & Family Asset Management
Colorado
$690K -$1.54K -18 -0.2%
C
434
CEDRUS
Colorado
$687K +$248K +2,902 +56%
BPA
435
Beacon Pointe Advisors
California
$681K +$244K +2,858 +55%
KIG
436
Kowal Investment Group
Wisconsin
$678K -$125K -1,470 -16%
KA
437
Kovack Advisors
Florida
$674K -$410K -4,811 -38%
IF
438
Intrua Financial
Texas
$673K -$116K -1,362 -15%
ST
439
Sentinel Trust
Texas
$658K +$37.5K +439 +6%
CPP
440
Capasso Planning Partners
South Carolina
$650K +$84.7K +993 +15%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$645K +$31K +363 +5%
SAM
442
Strategy Asset Managers
California
$645K +$82.2K +963 +14%
MFA
443
McClarren Financial Advisors
Pennsylvania
$641K -$34.2K -401 -5%
TPCW
444
TD Private Client Wealth
New York
$640K +$76.6K +898 +13%
BONH
445
Bank of New Hampshire
New Hampshire
$635K -$163K -1,905 -20%
MCA
446
MSH Capital Advisors
Arizona
$634K +$638K +7,480 New
SFG
447
SNS Financial Group
Minnesota
$632K – – –
ACS
448
Archford Capital Strategies
Illinois
$629K -$3.95M -46,278 -86%
HWA
449
Hilltop Wealth Advisors
North Carolina
$612K +$86.8K +1,018 +16%
LL
450
LWMG LLC
Minnesota
$598K +$602K +7,053 New
16 17
18
19 20