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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
426
Destiny Wealth Partners
Florida
$623K +$17.6K +199 +3%
SP
427
Symmetry Partners
Connecticut
$622K – – –
CF
428
Cantor Fitzgerald
New York
$622K +$300K +3,393 +98%
SAS
429
Sage Advisory Services
Texas
$620K +$153K +1,733 +34%
QC
430
Quent Capital
New York
$612K +$152K +1,716 +34%
LWP
431
Lumature Wealth Partners
Georgia
$610K -$24.9K -282 -4%
CC
432
Chicago Capital
Illinois
$606K – – –
EFL
433
ERn Financial LLC
Wisconsin
$603K +$177 +2 +0%
ACS
434
Archford Capital Strategies
Illinois
$600K -$65.3K -738 -10%
HIM
435
Hanlon Investment Management
New Jersey
$593K -$1.4M -15,865 -71%
KA
436
Kovack Advisors
Florida
$587K -$129K -1,460 -18%
OWM
437
Opes Wealth Management
California
$583K +$107K +1,215 +23%
MSWMA
438
Market Street Wealth Management Advisors
Indiana
$583K -$431K -4,873 -43%
WCFA
439
Walkner Condon Financial Advisors
Wisconsin
$582K +$2.39K +27 +0.4%
SWP
440
Strategic Wealth Partners
Ohio
$580K -$194K -2,191 -25%
BFG
441
Buttonwood Financial Group
Missouri
$571K -$19M -215,171 -97%
BHPW
442
Beverly Hills Private Wealth
California
$568K -$291K -3,291 -34%
VPP
443
Vertex Planning Partners
Illinois
$565K -$5.96M -67,371 -92%
BFA
444
Beacon Financial Advisory
Ohio
$561K -$856K -9,679 -61%
NRI
445
NFP Retirement Inc
California
$558K -$703K -7,950 -56%
AAM
446
Ameraudi Asset Management
New York
$545K – – –
CB
447
Commerce Bank
Missouri
$539K +$20.8K +235 +4%
APC
448
Aspire Private Capital
North Carolina
$538K -$937K -10,594 -64%
TWA
449
Talisman Wealth Advisors
New Jersey
$537K +$2.21K +25 +0.4%
ACM
450
Absolute Capital Management
Pennsylvania
$529K -$739K -8,356 -59%
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