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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
451
JB Capital
Connecticut
$560K -$37.6M -343,549 -99%
PFA
452
Pettinga Financial Advisors
Indiana
$559K -$37.5K -342 -7%
LLWM
453
Life Line Wealth Management
California
$558K +$81K +739 +18%
TF
454
Theory Financial
Colorado
$557K -$84.7K -773 -14%
MSFS
455
Main Street Financial Solutions
Pennsylvania
$554K -$24.4K -223 -4%
SF
456
Synovus Financial
Georgia
$554K +$110 +1 +0%
FA
457
Fiduciary Alliance
South Carolina
$545K -$50.4K -460 -9%
FIA
458
Foundations Investment Advisors
Arizona
$532K -$68.8K -628 -12%
SW
459
Simplicity Wealth
New Jersey
$531K -$1.29M -11,759 -72%
MWM
460
Mascoma Wealth Management
New Hampshire
$527K – – –
RFP
461
Root Financial Partners
California
$526K -$32.2K -294 -6%
SFG
462
Sovereign Financial Group
Connecticut
$525K -$598K -5,457 -54%
XF
463
XML Financial
Maryland
$522K +$19.2K +175 +4%
LFA
464
Level Financial Advisors
New York
$520K – – –
SL
465
SWMG LLC
Texas
$518K -$4.95M -45,163 -91%
ACS
466
Archford Capital Strategies
Illinois
$518K -$36.9K -337 -7%
GM
467
GeoWealth Management
Illinois
$517K +$214K +1,951 +77%
UFA
468
US Financial Advisors
Massachusetts
$516K +$110 +1 +0%
HFS
469
Howard Financial Services
Texas
$504K +$2.41K +22 +0.5%
MHR
470
Matthew Hamilton Rosenberg
$504K -$98.4K -898 -17%
AFG
471
ABLE Financial Group
Arizona
$500K +$9.31K +85 +2%
W
472
WealthCollab
Washington
$496K – – –
TWM
473
Tanager Wealth Management
United Kingdom
$494K – – –
JIC
474
Johnson Investment Counsel
Ohio
$494K -$7.12K -65 -1%
CS
475
Credit Suisse
Switzerland
$493K +$470K +4,292 New
17 18
19
20 21