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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
426
Live Oak Investment Partners
Texas
$575K – – –
MHR
427
Matthew Hamilton Rosenberg
$574K -$368K -3,758 -38%
APWA
428
Atlas Private Wealth Advisors
New Jersey
$572K -$979 -10 -0.2%
KA
429
Kovack Advisors
Florida
$571K -$9.3K -95 -2%
AAM
430
Ameraudi Asset Management
New York
$566K – – –
GDP
431
Great Diamond Partners
Maine
$564K +$9.89K +101 +2%
RIS
432
Retirement Income Solutions
Michigan
$563K +$588K +5,999 New
PFA
433
Pure Financial Advisors
California
$549K +$79.1K +808 +16%
BFP
434
Brewster Financial Planning
New York
$541K -$17.5K -179 -3%
ACS
435
Archford Capital Strategies
Illinois
$540K -$29.7K -303 -5%
FRA
436
Front Row Advisors
California
$540K -$2.15K -22 -0.4%
RW
437
Regimen Wealth
Georgia
$538K -$643K -6,569 -53%
FA
438
Fiduciary Alliance
South Carolina
$537K +$51.7K +528 +10%
QC
439
Quent Capital
New York
$533K -$106K -1,078 -16%
HWA
440
Hilltop Wealth Advisors
North Carolina
$532K -$24.7K -252 -4%
EL
441
EQ LLC
Washington
$528K -$598K -6,103 -52%
CA
442
CGN Advisors
Kansas
$523K +$156K +1,591 +40%
IWM
443
IHT Wealth Management
Illinois
$522K +$81K +827 +17%
SFC
444
SYM Financial Corp
Indiana
$519K – – –
BAM
445
Belpointe Asset Management
Nevada
$514K +$187K +1,906 +53%
BSW
446
Buckingham Strategic Wealth
Missouri
$512K +$20.1K +205 +4%
CB
447
Commerce Bank
Missouri
$507K -$27.9K -285 -5%
SPWG
448
Syntegra Private Wealth Group
Missouri
$505K -$141K -1,444 -21%
RIM
449
Redwood Investment Management
Arizona
$502K +$523K +5,345 New
WFA
450
Wade Financial Advisory
California
$501K -$1.47K -15 -0.3%
16 17
18
19 20