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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
551
Avantax Planning Partners
Iowa
$338K – – –
FSA
552
Financial Services Advisory
Maryland
$337K +$311K +2,492 New
TF
553
Trek Financial
Arizona
$336K -$97.7K -783 -24%
QCM
554
QRG Capital Management
Illinois
$336K -$749 -6 -0.2%
PCS
555
Private Client Services
Kentucky
$330K +$999 +8 +0.3%
PVI
556
Pine Valley Investments
New Jersey
$329K +$39.4K +316 +15%
MA
557
MONECO Advisors
Connecticut
$325K -$104K -836 -26%
AWS
558
Aspen Wealth Strategies
Colorado
$324K – – –
PFA
559
Pettinga Financial Advisors
Indiana
$323K -$75.9K -608 -20%
CAG
560
Csenge Advisory Group
Florida
$323K -$3.62K -29 -1%
LPAM
561
Lodestar Private Asset Management
California
$322K -$1.25K -10 -0.4%
SAG
562
SageView Advisory Group
California
$321K -$840K -6,728 -74%
SPAS
563
Spectrum Planning & Advisory Services
California
$321K +$30.8K +247 +12%
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$319K -$3.62K -29 -1%
AWM
565
Atticus Wealth Management
Florida
$318K +$20.2K +162 +7%
AAP
566
Arax Advisory Partners
Colorado
$318K -$170K -1,359 -37%
NL
567
NWAM LLC
Washington
$318K +$77.9K +624 +37%
MWA
568
Merkkuri Wealth Advisors
New York
$318K -$379K -3,032 -56%
TL
569
Tradewinds LLC
North Carolina
$318K +$293K +2,347 New
SEIA
570
Signature Estate & Investment Advisors
California
$313K +$749 +6 +0.3%
QCM
571
Quantinno Capital Management
New York
$312K +$55.3K +443 +24%
WPP
572
Whalerock Point Partners
Rhode Island
$312K – – –
TFM
573
Trademark Financial Management
Minnesota
$310K +$5.24K +42 +2%
NFC
574
Northstar Financial Companies
Pennsylvania
$308K – – –
CAL
575
Capital Analysts LLC
Pennsylvania
$308K +$13.4K +107 +5%
21 22
23
24 25