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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
451
Cantor Fitzgerald Investment Advisors
New York
$563K -$169K -1,544 -24%
JC
452
JB Capital
Connecticut
$560K -$37.6M -343,549 -99%
PFA
453
Pettinga Financial Advisors
Indiana
$559K -$37.5K -342 -7%
LLWM
454
Life Line Wealth Management
California
$558K +$81K +739 +18%
TF
455
Theory Financial
Colorado
$557K -$84.7K -773 -14%
MSFS
456
Main Street Financial Solutions
Pennsylvania
$554K -$24.4K -223 -4%
SF
457
Synovus Financial
Georgia
$554K +$110 +1 +0%
FA
458
Fiduciary Alliance
South Carolina
$545K -$50.4K -460 -9%
FIA
459
Foundations Investment Advisors
Arizona
$532K -$68.8K -628 -12%
SW
460
Simplicity Wealth
New Jersey
$531K -$1.29M -11,759 -72%
MWM
461
Mascoma Wealth Management
New Hampshire
$527K – – –
RFP
462
Root Financial Partners
California
$526K -$32.2K -294 -6%
SFG
463
Sovereign Financial Group
Connecticut
$525K -$598K -5,457 -54%
XF
464
XML Financial
Maryland
$522K +$19.2K +175 +4%
LFA
465
Level Financial Advisors
New York
$520K – – –
SL
466
SWMG LLC
Texas
$518K -$4.95M -45,163 -91%
ACS
467
Archford Capital Strategies
Illinois
$518K -$36.9K -337 -7%
GM
468
GeoWealth Management
Illinois
$517K +$214K +1,951 +77%
UFA
469
US Financial Advisors
Massachusetts
$516K +$110 +1 +0%
HFS
470
Howard Financial Services
Texas
$504K +$2.41K +22 +0.5%
MHR
471
Matthew Hamilton Rosenberg
$504K -$98.4K -898 -17%
AFG
472
ABLE Financial Group
Arizona
$500K +$9.31K +85 +2%
W
473
WealthCollab
Washington
$496K – – –
TWM
474
Tanager Wealth Management
United Kingdom
$494K – – –
JIC
475
Johnson Investment Counsel
Ohio
$494K -$7.12K -65 -1%
17 18
19
20 21