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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
476
Level Financial Advisors
New York
$424K -$67.9K -693 -13%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$422K +$48.6K +496 +12%
GVAG
478
Great Valley Advisor Group
Delaware
$409K +$6.17K +63 +1%
C
479
CEDRUS
Colorado
$408K -$8.42K -86 -2%
AFG
480
ABLE Financial Group
Arizona
$408K -$69.8K -713 -14%
TWM
481
Tanager Wealth Management
United Kingdom
$405K +$26.5K +271 +7%
HFS
482
Howard Financial Services
Texas
$404K – – –
RWM
483
RKL Wealth Management
Pennsylvania
$403K – – –
AWMNH
484
Arcadia Wealth Management (New Hampshire)
New Hampshire
$397K -$8.03K -82 -2%
MGP
485
Metis Global Partners
California
$383K -$97.6K -997 -20%
BAAM
486
Baker Avenue Asset Management
California
$383K +$1.27K +13 +0.3%
SWP
487
Semus Wealth Partners
Florida
$382K -$101K -1,033 -20%
SAS
488
Sage Advisory Services
Texas
$380K -$14.8K -151 -4%
ACM
489
Absolute Capital Management
Pennsylvania
$379K -$251K -2,563 -39%
HWM
490
Horizons Wealth Management
North Carolina
$377K +$98 +1 +0%
PFM
491
Peak Financial Management
Massachusetts
$376K – – –
B
492
Bailard
California
$375K – – –
HIM
493
Hanlon Investment Management
New Jersey
$374K -$314K -3,211 -45%
CWM
494
Castle Wealth Management
Florida
$368K – – –
IGWM
495
ICA Group Wealth Management
Colorado
$368K -$122K -1,246 -24%
MG
496
Mather Group
Illinois
$367K -$248K -2,532 -39%
JIC
497
Johnson Investment Counsel
Ohio
$367K – – –
CAM
498
Cresset Asset Management
Illinois
$366K -$5.39K -55 -1%
MRC
499
Millburn Ridgefield Corp
New York
$365K -$1.48M -15,071 -80%
WC
500
Weil Company
California
$363K – – –
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