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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
476
Western Financial Corp
California
$495K -$31.6K -342 -6%
UB
477
UMB Bank
Missouri
$493K -$706K -7,640 -60%
AFG
478
ABLE Financial Group
Arizona
$493K +$70.6K +765 +18%
PFA
479
Pure Financial Advisors
California
$491K -$54.8K -593 -11%
VWA
480
Visionary Wealth Advisors
Illinois
$491K -$33.2K -359 -7%
UFA
481
US Financial Advisors
Massachusetts
$484K -$44.8K -485 -9%
SFI
482
SPC Financial Inc
Maryland
$477K +$452K +4,899 New
SF
483
Synovus Financial
Georgia
$469K – – –
SWP
484
Strategic Wealth Partners
Ohio
$463K -$153K -1,658 -26%
IWM
485
IHT Wealth Management
Illinois
$461K -$79.8K -864 -15%
PFA
486
Pettinga Financial Advisors
Indiana
$457K +$646 +7 +0.1%
MWM
487
Mascoma Wealth Management
New Hampshire
$454K -$45.9K -497 -10%
XF
488
XML Financial
Maryland
$449K -$10.5K -114 -2%
RFP
489
Root Financial Partners
California
$448K -$10.3K -111 -2%
C
490
CEDRUS
Colorado
$432K -$67.2K -728 -14%
PAI
491
Pittenger & Anderson Inc
Nebraska
$428K -$41.1K -445 -9%
GM
492
GeoWealth Management
Illinois
$427K +$14.8K +160 +4%
AWMNH
493
Arcadia Wealth Management (New Hampshire)
New Hampshire
$420K -$1.79M -19,354 -82%
HFS
494
Howard Financial Services
Texas
$419K +$1.29K +14 +0.3%
RWM
495
RKL Wealth Management
Pennsylvania
$419K -$277 -3 -0.1%
GVAG
496
Great Valley Advisor Group
Delaware
$419K -$66.4K -719 -14%
SAG
497
SageView Advisory Group
California
$415K -$8.4K -91 -2%
SAS
498
Sage Advisory Services
Texas
$409K -$246K -2,660 -39%
MSWMA
499
Market Street Wealth Management Advisors
Indiana
$407K -$209K -2,263 -35%
MC
500
Moors & Cabot
Massachusetts
$401K – – –
18 19
20
21 22