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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
676
International Assets Investment Management
Florida
$274K -$7.75K -49 -3%
VAS
677
Vestmark Advisory Solutions
Massachusetts
$274K +$19.4K +123 +8%
KA
678
Kovack Advisors
Florida
$270K +$949 +6 +0.4%
FFA
679
Founders Financial Alliance
North Carolina
$269K -$67.4K -426 -21%
RFP
680
Root Financial Partners
California
$269K +$36K +228 +16%
SWM
681
Schwallier Wealth Management
Michigan
$269K -$13.3K -84 -5%
IFWM
682
Institute for Wealth Management
Colorado
$267K -$1.58K -10 -0.6%
HNH
683
Hopwood Nicholas Hunter
$266K +$474 +3 +0.2%
FA
684
Fiduciary Alliance
South Carolina
$266K +$474 +3 +0.2%
TCM
685
TD Capital Management
Tennessee
$264K +$316 +2 +0.1%
QCM
686
QRG Capital Management
Illinois
$264K +$9.17K +58 +4%
FCM
687
Fire Capital Management
California
$262K +$7.75K +49 +3%
SFMG
688
Sage Financial Management Group
Virginia
$261K +$25.5K +161 +11%
SA
689
Scarborough Advisors
Maryland
$259K -$273K -1,728 -52%
IRC
690
Investors Research Corp
Georgia
$256K +$8.54K +54 +4%
SIM
691
Stratos Investment Management
Ohio
$255K +$158 +1 +0.1%
UWM
692
Urban Wealth Management
California
$252K -$37.9K -240 -13%
HP
693
Holistic Planning
Texas
$251K -$45.9K -290 -16%
BFA
694
Bragg Financial Advisors
North Carolina
$250K -$40.2K -254 -14%
FFC
695
Frederick Financial Consultants
Maryland
$249K – – –
CFS
696
Commonwealth Financial Services
West Virginia
$247K – – –
LWM
697
Liberty Wealth Management
California
$246K – – –
CWWM
698
Curry Webb Wealth Management
Indiana
$245K +$158 +1 +0.1%
SPC
699
Sigma Planning Corp
Michigan
$245K – – –
NRG
700
Nemes Rush Group
Michigan
$245K -$157K -996 -40%
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28
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