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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
451
Armis Advisers
Georgia
$587K +$124K +841 +25%
VA
452
VestGen Advisors
Illinois
$587K -$1.07M -7,254 -65%
AF
453
Advisornet Financial
Minnesota
$581K +$35.8K +242 +7%
OPWM
454
Oregon Pacific Wealth Management
Oregon
$577K +$65.4K +442 +13%
GVAG
455
Great Valley Advisor Group
Delaware
$576K +$591 +4 +0.1%
TFO
456
Tarbox Family Office
California
$574K -$1.1M -7,424 -66%
SAI
457
Savvy Advisors Inc
New York
$574K -$121K -819 -18%
SF
458
Summit Financial
New Jersey
$573K – – –
NBWM
459
North Berkeley Wealth Management
California
$573K – – –
ACI
460
Alpha Cubed Investments
California
$572K +$1.03K +7 +0.2%
CIA
461
Capital Investment Advisors
Georgia
$572K +$27.6K +187 +5%
LWMI
462
Legacy Wealth Management (Idaho)
Idaho
$567K +$563K +3,809 New
LEA
463
Legacy Edge Advisors
New York
$566K +$561K +3,797 New
VWA
464
Visionary Wealth Advisors
Illinois
$565K +$1.33K +9 +0.2%
DWM
465
Destination Wealth Management
California
$564K +$66.2K +448 +13%
GFA
466
Godfrey Financial Associates
New York
$563K +$559K +3,779 New
EB
467
Eastern Bank
Massachusetts
$562K -$124K -840 -18%
GSWM
468
Golden State Wealth Management
California
$559K +$887 +6 +0.2%
CA
469
Chatterton & Associates
California
$559K +$555K +3,752 New
FIA
470
Foundations Investment Advisors
Arizona
$559K -$61.4K -415 -10%
SAM
471
Sherman Asset Management
California
$559K +$5.77K +39 +1%
LF
472
Lantz Financial
Illinois
$557K -$19.1K -129 -3%
RF
473
Rossby Financial
Florida
$556K -$37.6K -254 -6%
VNA
474
Valley National Advisers
Pennsylvania
$555K +$551K +3,729 New
ACA
475
Alpha Capital Advisors
Maine
$554K +$541K +3,660 New
17 18
19
20 21