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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
626
NBC Securities
Alabama
$218K – – –
BWA
627
BlueChip Wealth Advisors
Georgia
$217K +$207K +1,888 New
AWA
628
Arkadios Wealth Advisors
Georgia
$217K -$113K -1,027 -35%
GCM
629
Gallacher Capital Management
Colorado
$215K +$204K +1,866 New
QCM
630
QRG Capital Management
Illinois
$213K +$203K +1,855 New
GFA
631
Gallagher Fiduciary Advisors
Illinois
$212K +$202K +1,847 New
KA
632
Klingman & Associates
New York
$210K +$200K +1,826 New
AGP
633
Autumn Glory Partners
Texas
$206K +$196K +1,793 New
UWM
634
USAdvisors Wealth Management
Minnesota
$202K +$193K +1,760 New
WFA
635
Websterrogers Financial Advisors
South Carolina
$201K +$191K +1,746 New
BFA
636
Beacon Financial Advisory
Ohio
$200K -$284K -2,591 -60%
SC
637
Stephens Consulting
Michigan
$199K -$45.5K -415 -19%
TIM
638
Tortoise Investment Management
New York
$194K -$18.1K -165 -9%
TCM
639
TD Capital Management
Tennessee
$182K -$50.2K -458 -22%
SA
640
Scarborough Advisors
Maryland
$178K -$3.51K -32 -2%
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$48.5K -443 -23%
ADL
642
Asset Dedication LLC
California
$160K -$15.7K -143 -9%
EW
643
Element Wealth
Mississippi
$153K +$2.19K +20 +2%
GWM
644
Geneos Wealth Management
Colorado
$149K +$31.9K +291 +29%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$138K +$14.2K +130 +12%
CAL
646
Capital Analysts LLC
Pennsylvania
$133K -$932K -8,504 -88%
LFG
647
Larson Financial Group
Missouri
$130K +$110 +1 +0.1%
VAMG
648
Voisard Asset Management Group
Michigan
$127K – – –
SRCM
649
Signature Resources Capital Management
California
$124K – – –
LWA
650
Lowe Wealth Advisors
Maryland
$124K -$21.9K -200 -16%
24 25
26
27 28