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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
601
Capital Asset Advisory Services
Michigan
$233K -$147K -1,138 -38%
PSCM
602
Per Stirling Capital Management
Texas
$232K – – –
BWM
603
BKM Wealth Management
Wisconsin
$232K -$62.8K -488 -20%
AWA
604
Amplius Wealth Advisors
Pennsylvania
$231K – – –
GCM
605
Gallacher Capital Management
Colorado
$227K – – –
QCM
606
Quantinno Capital Management
New York
$227K +$240K +1,866 New
SFS
607
Security Financial Services
Indiana
$227K -$25K -194 -9%
HTC
608
Haverford Trust Company
Pennsylvania
$226K – – –
AA
609
ArborFi Advisors
Michigan
$225K +$13K +101 +6%
CF
610
Centaurus Financial
California
$223K -$64.8K -503 -22%
KA
611
Klingman & Associates
New York
$223K – – –
AFW
612
Avantra Family Wealth
Pennsylvania
$222K +$515 +4 +0.2%
CFO
613
Callan Family Office
Pennsylvania
$221K +$1.03K +8 +0.4%
AA
614
Armis Advisers
Georgia
$220K -$22.8K -177 -9%
DOA
615
D'Orazio & Associates
Virginia
$219K +$18K +140 +8%
AWA
616
ARQ Wealth Advisors
Arizona
$217K – – –
CAG
617
Curtis Advisory Group
California
$215K – – –
FCA
618
Fortis Capital Advisors
Kansas
$213K -$92.5K -718 -29%
FDCP
619
Foster Dykema Cabot & Partners
Massachusetts
$212K – – –
CFS
620
CRA Financial Services
New Jersey
$212K – – –
SC
621
Stephens Consulting
Michigan
$211K – – –
RIM
622
Redwood Investment Management
Arizona
$211K -$13.3K -103 -6%
ONB
623
Old National Bancorp
Indiana
$211K +$223K +1,728 New
BFA
624
Bragg Financial Advisors
North Carolina
$210K +$222K +1,723 New
SF
625
Synovus Financial
Georgia
$209K -$348K -2,699 -61%
23 24
25
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