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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
426
Synovus Financial
Georgia
$608K – – –
WAM
427
WNY Asset Management
New York
$606K -$2.43K -20 -0.4%
MSFS
428
Main Street Financial Solutions
Pennsylvania
$603K -$5.71K -47 -1%
KFSC
429
Keystone Financial Services (Colorado)
Colorado
$598K -$3.16K -26 -0.5%
FIA
430
Foundations Investment Advisors
Arizona
$598K +$44.2K +364 +8%
HFS
431
Howard Financial Services
Texas
$594K +$25K +206 +5%
AAS
432
Ameritas Advisory Services
Nebraska
$578K +$162K +1,334 +41%
SPWG
433
Syntegra Private Wealth Group
Missouri
$573K +$69.9K +576 +15%
EI
434
Ethic Inc
New York
$572K +$370K +3,050 +158%
LFA
435
Level Financial Advisors
New York
$571K – – –
CWM
436
Certus Wealth Management
California
$567K -$2.78M -22,860 -84%
USCWA
437
U.S. Capital Wealth Advisors
Texas
$566K -$18.1K -149 -3%
MWM
438
Mascoma Wealth Management
New Hampshire
$564K – – –
BBP
439
Banco BTG Pactual
Brazil
$555K +$534K +4,400 New
SDJVC
440
St. Denis J. Villere & Co
Louisiana
$549K -$97.1K -800 -16%
WFA
441
Wade Financial Advisory
California
$549K – – –
GVAG
442
Great Valley Advisor Group
Delaware
$546K -$45.9K -378 -8%
EWA
443
Emergent Wealth Advisors
New York
$544K -$226K -1,861 -30%
W
444
WealthCollab
Washington
$544K – – –
TWM
445
Tanager Wealth Management
United Kingdom
$542K – – –
CFIA
446
Cantor Fitzgerald Investment Advisors
New York
$534K -$34.4K -283 -6%
JC
447
JB Capital
Connecticut
$532K -$36.8K -303 -7%
ACS
448
Archford Capital Strategies
Illinois
$531K -$44.9K -370 -8%
BTWM
449
Baker Tilly Wealth Management
Wisconsin
$525K -$125K -1,033 -20%
CWM
450
Cornerstone Wealth Management
Missouri
$524K -$5.1K -42 -1%
16 17
18
19 20