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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Continuum Advisory
Idaho
$359K -$95.2K -1,116 -21%
OBWP
527
O'Brien Wealth Partners
Massachusetts
$349K -$818K -9,590 -70%
BS
528
Boenning & Scattergood
Pennsylvania
$344K +$21.3K +250 +8%
CWM
529
Castle Wealth Management
Florida
$340K -$37.1K -435 -10%
IAS
530
IMA Advisory Services
Colorado
$339K +$341K +4,000 New
B
531
Bailard
California
$338K – – –
HWM
532
Horizons Wealth Management
North Carolina
$338K -$17.5K -205 -5%
RFN
533
RDA Financial Network
Iowa
$334K -$45.5K -533 -12%
ECM
534
Evergreen Capital Management
Washington
$331K +$7.68K +90 +2%
JIC
535
Johnson Investment Counsel
Ohio
$331K -$3.07K -36 -0.9%
AWA
536
Aaron Wealth Advisors
Illinois
$330K -$118K -1,378 -26%
FPAS
537
Focus Partners Advisor Solutions
Missouri
$328K -$49.7K -582 -13%
GLLW
538
Graves Light Lenhart Wealth
Virginia
$324K -$74.7K -876 -19%
SC
539
Scotia Capital
Ontario, Canada
$323K – – –
ACI
540
Alpha Cubed Investments
California
$323K – – –
CG
541
Caprock Group
Idaho
$321K +$323K +3,785 New
MFG
542
Magnus Financial Group
New York
$319K -$14.1K -165 -4%
PW
543
Peninsula Wealth
California
$315K -$4.86K -57 -2%
CAAM
544
Cornerstone Advisors Asset Management
Pennsylvania
$312K +$314K +3,681 New
PFM
545
Peak Financial Management
Massachusetts
$311K +$2.47K +29 +0.8%
ST
546
Smithfield Trust
Pennsylvania
$309K – – –
GC
547
Grimes & Company
Massachusetts
$308K +$49.9K +585 +19%
PFA
548
Professional Financial Advisors
Nebraska
$302K +$597 +7 +0.2%
LGWM
549
Litman Gregory Wealth Management
California
$301K – – –
LOIP
550
Live Oak Investment Partners
Texas
$300K – – –
20 21
22
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