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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
501
Garde Capital
Washington
$349K – – –
ZCA
502
Zeke Capital Advisors
Pennsylvania
$349K – – –
CB
503
Commerce Bank
Missouri
$348K – – –
BS
504
Boenning & Scattergood
Pennsylvania
$344K +$30K +300 +10%
HTC
505
Haverford Trust Company
Pennsylvania
$340K +$336K +3,350 New
VWA
506
VERITY Wealth Advisors
United States
$339K +$100 +1 +0%
MWM
507
MBE Wealth Management
Wisconsin
$332K – – –
PFM
508
Peak Financial Management
Massachusetts
$331K +$74.7K +746 +30%
OPCM
509
Osborne Partners Capital Management
California
$327K -$1.5K -15 -0.5%
PPA
510
Parametric Portfolio Associates
Washington
$326K +$16.2K +162 +5%
SLWA
511
San Luis Wealth Advisors
California
$319K – – –
SA
512
SL Advisors
New Jersey
$319K +$1K +10 +0.3%
PIMG
513
Patriot Investment Management Group
Tennessee
$319K +$105K +1,047 +50%
OWM
514
Opes Wealth Management
California
$318K +$22.5K +225 +8%
GKWIM
515
Gerber Kawasaki Wealth & Investment Management
California
$312K -$562K -5,615 -65%
MG
516
Mather Group
Illinois
$310K – – –
SSCA
517
South Shore Capital Advisors
Massachusetts
$310K +$4.11K +41 +1%
ODIJL
518
One Day In July LLC
Vermont
$309K – – –
ICP
519
Interchange Capital Partners
Pennsylvania
$309K +$44.1K +440 +17%
SFG
520
SNS Financial Group
Minnesota
$305K +$24.3K +243 +9%
APWA
521
Atlas Private Wealth Advisors
New Jersey
$303K +$601 +6 +0.2%
CRI
522
Colonial River Investments
Virginia
$302K -$1.32M -13,201 -82%
GLA
523
Good Life Advisors
Pennsylvania
$301K -$10.9K -109 -4%
FFA
524
Founders Financial Alliance
North Carolina
$299K +$1.3K +13 +0.4%
TFS
525
Thoroughbred Financial Services
Tennessee
$297K +$200 +2 +0.1%
19 20
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