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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Clune & Associates
Illinois
$693K – – –
WP
452
WealthShield Partners
North Carolina
$693K -$112K -711 -14%
CAL
453
Capital Analysts LLC
Pennsylvania
$690K +$129K +819 +24%
MGP
454
Metis Global Partners
California
$688K -$317K -2,008 -32%
BRWA
455
B. Riley Wealth Advisors
Florida
$688K +$158 +1 +0%
AA
456
Armis Advisers
Georgia
$688K +$949 +6 +0.1%
GF
457
GTS Financial
Minnesota
$685K -$160K -1,010 -17%
AF
458
Advisornet Financial
Minnesota
$678K -$130K -820 -17%
ACS
459
Archford Capital Strategies
Illinois
$676K – – –
VW
460
Veridan Wealth
Oregon
$676K -$32.9K -208 -5%
LWMI
461
Legacy Wealth Management (Idaho)
Idaho
$670K +$8.22K +52 +1%
VA
462
Valmark Advisers
Ohio
$668K +$7.59K +48 +1%
OPF
463
Old Peak Finance
North Carolina
$661K – – –
BCWM
464
Bartlett & Co Wealth Management
Ohio
$659K +$97.2K +615 +18%
OC
465
Oppenheimer & Co
New York
$655K -$13.9K -88 -2%
GVAG
466
Great Valley Advisor Group
Delaware
$655K +$3.48K +22 +0.6%
OPCM
467
Osborne Partners Capital Management
California
$650K -$25.3K -160 -4%
SPP
468
Single Point Partners
Massachusetts
$647K +$17.6K +111 +3%
LF
469
Lantz Financial
Illinois
$646K +$13.8K +87 +2%
DE
470
Diversified Enterprises
Delaware
$646K +$62.9K +398 +11%
CB
471
Commerce Bank
Missouri
$645K -$11.9K -75 -2%
FHA
472
Flagship Harbor Advisors
Massachusetts
$643K -$333K -2,105 -35%
OG
473
Odyssey Group
Pennsylvania
$641K +$619K +3,916 New
IWM
474
IHT Wealth Management
Illinois
$632K -$162K -1,024 -21%
NBWM
475
North Berkeley Wealth Management
California
$629K – – –
17 18
19
20 21