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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
476
Pettinga Financial Advisors
Indiana
$468K -$108K -941 -19%
FFA
477
Founders Financial Alliance
North Carolina
$468K – – –
C
478
CEDRUS
Colorado
$464K -$24K -209 -5%
SPC
479
Sigma Planning Corp
Michigan
$461K -$909K -7,915 -67%
ACI
480
Alpha Cubed Investments
California
$454K – – –
LF
481
Lantz Financial
Illinois
$454K -$2.3K -20 -0.5%
GM
482
GeoWealth Management
Illinois
$450K -$83K -723 -16%
S
483
SignatureFD
Georgia
$450K +$26.9K +234 +7%
PFM
484
Peak Financial Management
Massachusetts
$447K -$1.15K -10 -0.3%
MCM
485
MontVue Capital Management
Virginia
$446K – – –
QWM
486
Quadcap Wealth Management
Texas
$444K -$10.6K -92 -2%
PWA
487
Prairie Wealth Advisors
Nebraska
$441K -$1.08M -9,396 -72%
RWM
488
RKL Wealth Management
Pennsylvania
$440K -$48.7K -424 -10%
MG
489
Mather Group
Illinois
$440K +$63.4K +552 +17%
ATC
490
Argent Trust Co
Tennessee
$439K – – –
GC
491
Grimes & Company
Massachusetts
$428K +$1.03K +9 +0.3%
PAI
492
Pittenger & Anderson Inc
Nebraska
$427K +$13.2K +115 +3%
TF
493
Trek Financial
Arizona
$427K -$51.9K -452 -11%
GWM
494
Gitterman Wealth Management
New Jersey
$426K +$410K +3,568 New
CG
495
Caprock Group
Idaho
$425K – – –
FTDI
496
First Trust Direct Indexing
Massachusetts
$423K -$5.74K -50 -1%
SW
497
Simplicity Wealth
New Jersey
$420K -$126K -1,094 -24%
GLLW
498
Graves Light Lenhart Wealth
Virginia
$418K – – –
CAAM
499
Cornerstone Advisors Asset Management
Pennsylvania
$416K +$1.03K +9 +0.3%
SAS
500
Sage Advisory Services
Texas
$412K -$68.9K -600 -15%
18 19
20
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