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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
476
Western Wealth Management
Colorado
$550K +$191K +1,949 +59%
QC
477
Quent Capital
New York
$549K -$44.1K -450 -8%
FA
478
Fiduciary Alliance
South Carolina
$547K -$50.1K -512 -9%
PFA
479
Pettinga Financial Advisors
Indiana
$546K +$4.7K +48 +0.9%
MCAI
480
Members Capital Advisors Inc
Wisconsin
$546K – – –
WAM
481
WNY Asset Management
New York
$544K -$7.83K -80 -2%
AWA
482
Aaron Wealth Advisors
Illinois
$541K -$219K -2,233 -30%
FF
483
Farrell Financial
New York
$535K +$556K +5,681 New
UB
484
UMB Bank
Missouri
$531K – – –
QWM
485
Quadcap Wealth Management
Texas
$530K +$495K +5,054 New
HKIMG
486
Hutchens & Kramer Investment Management Group
Indiana
$529K +$17.3K +177 +4%
MSFS
487
Main Street Financial Solutions
Pennsylvania
$529K +$3.62K +37 +0.7%
SPWG
488
Syntegra Private Wealth Group
Missouri
$524K -$37.8K -386 -7%
RA
489
Regis Acquisition
Colorado
$518K +$193K +1,975 +67%
WFA
490
Wade Financial Advisory
California
$518K -$39.2K -400 -7%
SP
491
Symmetry Partners
Connecticut
$517K -$233K -2,379 -33%
GVAG
492
Great Valley Advisor Group
Delaware
$513K +$52.1K +532 +12%
SIS
493
Sound Income Strategies
Florida
$512K +$474K +4,839 +12,408%
RFP
494
Root Financial Partners
California
$511K +$26.1K +266 +6%
ACS
495
Archford Capital Strategies
Illinois
$508K -$88.9K -908 -16%
SF
496
Synovus Financial
Georgia
$505K +$98 +1 +0%
SAI
497
Savvy Advisors Inc
New York
$504K +$470K +4,800 New
OPCM
498
Osborne Partners Capital Management
California
$486K +$165K +1,683 +57%
MWM
499
Mascoma Wealth Management
New Hampshire
$481K -$979 -10 -0.2%
SWP
500
Semus Wealth Partners
Florida
$479K +$49.2K +502 +12%
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