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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$265K +$286K +4,830 New
VBFP
27
Valtinson Bruner Financial Planning
Minnesota
$262K +$282K +4,766 New
MWM
28
Mission Wealth Management
California
$258K +$278K +4,700 New
BEC
29
Blue Edge Capital
Virginia
$247K +$266K +4,505 New
CG
30
Colony Group
Massachusetts
$232K -$497K -8,409 -67%
IFAM
31
Institutional & Family Asset Management
Colorado
$227K +$245K +4,141 New
SEIA
32
Signature Estate & Investment Advisors
California
$222K +$124K +2,089 +107%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$207K +$223K +3,764 New
LFA
34
Legacy Financial Advisors
Kentucky
$170K +$1.66K +28 +0.9%
CFA
35
Clarfeld Financial Advisors
New York
$135K +$145K +2,446 New
WAM
36
Watermark Asset Management
California
$130K +$98.5K +1,666 +238%
TFO
37
Tarbox Family Office
California
$88K +$94.3K +1,595 New
WT
38
Whittier Trust
California
$82K +$88.7K +1,500 New
WANY
39
Wealthspire Advisors (New York)
New York
$73K +$79K +1,336 New
AF
40
Advisornet Financial
Minnesota
$69K +$44.3K +750 +148%
CGI
41
Cougar Global Investments
Ontario, Canada
$45K – – –
EWA
42
ERTS Wealth Advisors
Michigan
$44K +$47.3K +800 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$41K +$17.9K +303 +67%
IC
44
Inscription Capital
Texas
$30K +$32.3K +546 New
BBA
45
Braun-Bostich & Associates
Pennsylvania
$24K +$25.5K +431 New
BCI
46
Brinker Capital Investments
Pennsylvania
$18K +$18.3K +310 +1,409%
GWM
47
Geneos Wealth Management
Colorado
$16K -$473 -8 -3%
AIM
48
Advantage Investment Management
Iowa
$15K +$16.4K +278 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
WIP
50
Wellesley Investment Partners
Massachusetts
– -$346K -5,420 Closed
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