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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
476
Meridian Financial Partners
Virginia
$452K +$89K +691 +23%
MG
477
Mather Group
Illinois
$448K – – –
PFM
478
Peak Financial Management
Massachusetts
$447K -$9.66K -75 -2%
AAS
479
Ameritas Advisory Services
Nebraska
$446K +$4.76K +37 +1%
BAAM
480
Baker Avenue Asset Management
California
$442K -$50.6K -393 -10%
GC
481
Grimes & Company
Massachusetts
$437K -$1.42K -11 -0.3%
OPWM
482
Oregon Pacific Wealth Management
Oregon
$431K +$135K +1,048 +42%
CAAM
483
Cornerstone Advisors Asset Management
Pennsylvania
$430K +$1.16K +9 +0.3%
WSFS
484
Wilmington Savings Fund Society
Delaware
$429K +$10.4K +81 +2%
UFA
485
US Financial Advisors
Massachusetts
$428K – – –
CG
486
Caprock Group
Idaho
$428K -$10.8K -84 -2%
SAM
487
Sherman Asset Management
California
$427K +$4.64K +36 +1%
LLWM
488
Life Line Wealth Management
California
$423K +$15.8K +123 +4%
FNB
489
Farmers National Bank
Kentucky
$415K +$5.41K +42 +1%
WHCI
490
W.H. Cornerstone Investments
Massachusetts
$415K +$1.03K +8 +0.2%
GFWA
491
Grey Fox Wealth Advisors
Delaware
$413K +$76.2K +592 +21%
FAIM
492
Financial Advocates Investment Management
Washington
$408K -$721K -5,598 -63%
SVWAG
493
Sound View Wealth Advisors Group
Georgia
$407K – – –
WIM
494
WealthPlan Investment Management
Nebraska
$402K +$1.16K +9 +0.3%
SAS
495
Sage Advisory Services
Texas
$402K – – –
MCM
496
MontVue Capital Management
Virginia
$400K – – –
TF
497
Trek Financial
Arizona
$399K -$6.57K -51 -2%
SYBT
498
Stock Yards Bank & Trust
Kentucky
$399K – – –
CI
499
CX Institutional
Indiana
$398K +$420K +3,262 New
DWM
500
Destination Wealth Management
California
$397K +$5.67K +44 +1%
18 19
20
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