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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
576
Buckingham Strategic Wealth
Missouri
$205K +$223K +2,445 New
GLA
577
Good Life Advisors
Pennsylvania
$204K -$49.4K -541 -18%
YIH
578
Y-Intercept (HK)
Hong Kong
$204K +$223K +2,436 New
AIM
579
Acropolis Investment Management
Missouri
$202K – – –
PP
580
PDS Planning
Ohio
$201K +$365 +4 +0.2%
SFPG
581
Stonebridge Financial Planning Group
Florida
$201K +$6.85K +75 +3%
GKWIM
582
Gerber Kawasaki Wealth & Investment Management
California
$200K -$63.9K -699 -23%
PC
583
Pecaut & Co
Iowa
$189K +$77.9K +853 +61%
UWM
584
Urban Wealth Management
California
$184K +$200K +2,191 New
LWA
585
Lowe Wealth Advisors
Maryland
$178K – – –
ME
586
McIlrath & Eck
Washington
$160K +$175K +1,911 New
LPIC
587
LeJeune Puetz Investment Counsel
Michigan
$159K – – –
MA
588
MUFG Americas
New York
$134K -$63.1K -691 -30%
S
589
SignatureFD
Georgia
$130K +$183 +2 +0.1%
TAM
590
Tucker Asset Management
Colorado
$126K -$43K -471 -24%
PCG
591
Private Capital Group
Connecticut
$124K -$3.53M -38,623 -96%
M1FG
592
Mach-1 Financial Group
Arkansas
$120K +$131K +1,435 New
BA
593
Bellwether Advisors
Nebraska
$115K – – –
GIA
594
GHP Investment Advisors
Colorado
$101K -$151K -1,650 -58%
ADL
595
Asset Dedication LLC
California
$100K +$109K +1,191 New
SC
596
Siena Capital
Ohio
$83K -$31.9K -349 -26%
EWM
597
Endurance Wealth Management
Rhode Island
$80K -$9.13K -100 -9%
FP
598
Financial Perspectives
Minnesota
$79.8K – – –
HNB
599
Huntington National Bank
Ohio
$78K – – –
GEA
600
Glen Eagle Advisors
New Jersey
$77.8K -$30.4K -333 -26%
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