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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
626
BlueChip Wealth Advisors
Georgia
$217K +$207K +1,888 New
AWA
627
Arkadios Wealth Advisors
Georgia
$217K -$113K -1,027 -35%
GCM
628
Gallacher Capital Management
Colorado
$215K +$204K +1,866 New
QCM
629
QRG Capital Management
Illinois
$213K +$203K +1,855 New
GFA
630
Gallagher Fiduciary Advisors
Illinois
$212K +$202K +1,847 New
KA
631
Klingman & Associates
New York
$210K +$200K +1,826 New
AGP
632
Autumn Glory Partners
Texas
$206K +$196K +1,793 New
UWM
633
USAdvisors Wealth Management
Minnesota
$202K +$193K +1,760 New
WFA
634
Websterrogers Financial Advisors
South Carolina
$201K +$191K +1,746 New
BFA
635
Beacon Financial Advisory
Ohio
$200K -$284K -2,591 -60%
SC
636
Stephens Consulting
Michigan
$199K -$45.5K -415 -19%
TIM
637
Tortoise Investment Management
New York
$194K -$18.1K -165 -9%
TCM
638
TD Capital Management
Tennessee
$182K -$50.2K -458 -22%
SA
639
Scarborough Advisors
Maryland
$178K -$3.51K -32 -2%
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$48.5K -443 -23%
ADL
641
Asset Dedication LLC
California
$160K -$15.7K -143 -9%
EW
642
Element Wealth
Mississippi
$153K +$2.19K +20 +2%
GWM
643
Geneos Wealth Management
Colorado
$149K +$31.9K +291 +29%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$138K +$14.2K +130 +12%
CAL
645
Capital Analysts LLC
Pennsylvania
$133K -$932K -8,504 -88%
LFG
646
Larson Financial Group
Missouri
$130K +$110 +1 +0.1%
VAMG
647
Voisard Asset Management Group
Michigan
$127K – – –
SRCM
648
Signature Resources Capital Management
California
$124K – – –
LWA
649
Lowe Wealth Advisors
Maryland
$124K -$21.9K -200 -16%
IRAG
650
Investment Research & Advisory Group
Georgia
$115K +$438 +4 +0.4%
24 25
26
27 28