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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
576
Essex Financial Services
Connecticut
$278K +$115 +1 +0%
QCM
577
QRG Capital Management
Illinois
$277K +$53.8K +468 +25%
WPP
578
Whalerock Point Partners
Rhode Island
$275K – – –
PCH
579
PGIM Custom Harvest
New Jersey
$274K -$17.2K -150 -6%
SFG
580
Sage Financial Group
Pennsylvania
$274K -$11.5K -100 -4%
SEIA
581
Signature Estate & Investment Advisors
California
$273K +$263K +2,290 New
WT
582
Whittier Trust
California
$270K – – –
TFM
583
Trademark Financial Management
Minnesota
$268K -$689 -6 -0.3%
MA
584
MONECO Advisors
Connecticut
$261K -$4.02K -35 -2%
SFS
585
Security Financial Services
Indiana
$261K -$10.5K -91 -4%
BA
586
Bellwether Advisors
Nebraska
$259K – – –
PFA
587
Professional Financial Advisors
Nebraska
$258K -$40.4K -352 -14%
AWA
588
Arkadios Wealth Advisors
Georgia
$256K +$30K +261 +14%
SIS
589
Sound Income Strategies
Florida
$255K -$403K -3,507 -62%
BFA
590
Bright Financial Advisors
Michigan
$254K +$245K +2,131 New
AWM
591
Atticus Wealth Management
Florida
$254K -$40.5K -353 -14%
HCM
592
Hudson Capital Management
New Jersey
$254K – – –
NCM
593
Novare Capital Management
North Carolina
$253K +$243K +2,120 New
GFA
594
Gallagher Fiduciary Advisors
Illinois
$252K +$30.8K +268 +15%
VBFP
595
Valtinson Bruner Financial Planning
Minnesota
$250K -$459 -4 -0.2%
IWS
596
Integrity Wealth Solutions
Colorado
$250K -$7.24K -63 -3%
NSAM
597
North Star Asset Management
Wisconsin
$241K – – –
AWA
598
Amplius Wealth Advisors
Pennsylvania
$240K – – –
PSCM
599
Per Stirling Capital Management
Texas
$239K -$65.8K -573 -22%
PA
600
Pinnacle Associates
New York
$237K – – –
22 23
24
25 26