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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
601
Coppell Advisory Solutions
Texas
$232K +$223K +2,413 New
DFA
602
DHK Financial Advisors
New Hampshire
$232K +$646 +7 +0.3%
SFC
603
Strategic Financial Concepts
Texas
$226K +$92 +1 +0%
PFA
604
Pathway Financial Advisors
Vermont
$226K – – –
RWA
605
Rooted Wealth Advisors
Illinois
$225K -$177K -1,914 -45%
PCH
606
PGIM Custom Harvest
New Jersey
$217K – – –
3LCM
607
3D/L Capital Management
Connecticut
$215K -$102K -1,103 -33%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K +$203K +2,196 New
CAI
609
Capital Advisors Inc
Oklahoma
$213K +$201K +2,182 New
IC
610
IEQ Capital
California
$211K -$179K -1,936 -47%
CW
611
Cook Wealth
North Carolina
$210K +$195K +2,108 New
AWM
612
Aprio Wealth Management
Georgia
$210K -$21.9K -237 -10%
SC
613
Stephens Consulting
Michigan
$209K – – –
SPP
614
Single Point Partners
Massachusetts
$209K +$198K +2,144 New
FPCP
615
Fort Point Capital Partners
California
$208K +$198K +2,139 New
NSAM
616
North Star Asset Management
Wisconsin
$208K -$12.5K -135 -6%
MFP
617
Meridian Financial Partners
Virginia
$208K +$192K +2,084 New
HCM
618
Hudson Capital Management
New Jersey
$207K +$196K +2,125 New
CW
619
Connectus Wealth
Ohio
$204K +$193K +2,094 New
AFAS
620
Acorn Financial Advisory Services
Virginia
$203K +$193K +2,085 New
OGF
621
Orin Green Financial
California
$203K +$192K +2,080 New
MWP
622
Moller Wealth Partners
$202K +$191K +2,069 New
TCM
623
TD Capital Management
Tennessee
$197K +$646 +7 +0.3%
CWP
624
Concord Wealth Partners
Virginia
$191K +$91.5K +991 +102%
RFA
625
Resurgent Financial Advisors
Georgia
$191K +$16.1K +174 +10%
23 24
25
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