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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
426
WNY Asset Management
New York
$606K -$2.43K -20 -0.4%
MSFS
427
Main Street Financial Solutions
Pennsylvania
$603K -$5.71K -47 -1%
KFSC
428
Keystone Financial Services (Colorado)
Colorado
$598K -$3.16K -26 -0.5%
FIA
429
Foundations Investment Advisors
Arizona
$598K +$44.2K +364 +8%
HFS
430
Howard Financial Services
Texas
$594K +$25K +206 +5%
AAS
431
Ameritas Advisory Services
Nebraska
$578K +$162K +1,334 +41%
SPWG
432
Syntegra Private Wealth Group
Missouri
$573K +$69.9K +576 +15%
EI
433
Ethic Inc
New York
$572K +$370K +3,050 +158%
LFA
434
Level Financial Advisors
New York
$571K – – –
CWM
435
Certus Wealth Management
California
$567K -$2.78M -22,860 -84%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$566K -$18.1K -149 -3%
MWM
437
Mascoma Wealth Management
New Hampshire
$564K – – –
BBP
438
Banco BTG Pactual
Brazil
$555K +$534K +4,400 New
SDJVC
439
St. Denis J. Villere & Co
Louisiana
$549K -$97.1K -800 -16%
WFA
440
Wade Financial Advisory
California
$549K – – –
GVAG
441
Great Valley Advisor Group
Delaware
$546K -$45.9K -378 -8%
EWA
442
Emergent Wealth Advisors
New York
$544K -$226K -1,861 -30%
W
443
WealthCollab
Washington
$544K – – –
TWM
444
Tanager Wealth Management
United Kingdom
$542K – – –
CFIA
445
Cantor Fitzgerald Investment Advisors
New York
$534K -$34.4K -283 -6%
JC
446
JB Capital
Connecticut
$532K -$36.8K -303 -7%
ACS
447
Archford Capital Strategies
Illinois
$531K -$44.9K -370 -8%
BTWM
448
Baker Tilly Wealth Management
Wisconsin
$525K -$125K -1,033 -20%
CWM
449
Cornerstone Wealth Management
Missouri
$524K -$5.1K -42 -1%
RFP
450
Root Financial Partners
California
$524K -$10.2K -84 -2%
16 17
18
19 20