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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
451
Belpointe Asset Management
Nevada
$593K +$193K +1,302 +49%
CFIA
452
Cantor Fitzgerald Investment Advisors
New York
$592K +$17.7K +120 +3%
AA
453
Armis Advisers
Georgia
$587K +$124K +841 +25%
VA
454
VestGen Advisors
Illinois
$587K -$1.07M -7,254 -65%
AF
455
Advisornet Financial
Minnesota
$581K +$35.8K +242 +7%
OPWM
456
Oregon Pacific Wealth Management
Oregon
$577K +$65.4K +442 +13%
GVAG
457
Great Valley Advisor Group
Delaware
$576K +$591 +4 +0.1%
TFO
458
Tarbox Family Office
California
$574K -$1.1M -7,424 -66%
SAI
459
Savvy Advisors Inc
New York
$574K -$121K -819 -18%
SF
460
Summit Financial
New Jersey
$573K – – –
NBWM
461
North Berkeley Wealth Management
California
$573K – – –
ACI
462
Alpha Cubed Investments
California
$572K +$1.03K +7 +0.2%
CIA
463
Capital Investment Advisors
Georgia
$572K +$27.6K +187 +5%
LWMI
464
Legacy Wealth Management (Idaho)
Idaho
$567K +$563K +3,809 New
LEA
465
Legacy Edge Advisors
New York
$566K +$561K +3,797 New
VWA
466
Visionary Wealth Advisors
Illinois
$565K +$1.33K +9 +0.2%
DWM
467
Destination Wealth Management
California
$564K +$66.2K +448 +13%
GFA
468
Godfrey Financial Associates
New York
$563K +$559K +3,779 New
EB
469
Eastern Bank
Massachusetts
$562K -$124K -840 -18%
GSWM
470
Golden State Wealth Management
California
$559K +$887 +6 +0.2%
CA
471
Chatterton & Associates
California
$559K +$555K +3,752 New
FIA
472
Foundations Investment Advisors
Arizona
$559K -$61.4K -415 -10%
SAM
473
Sherman Asset Management
California
$559K +$5.77K +39 +1%
LF
474
Lantz Financial
Illinois
$557K -$19.1K -129 -3%
RF
475
Rossby Financial
Florida
$556K -$37.6K -254 -6%
17 18
19
20 21