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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
M
676
MOTCO
Texas
$280K – – –
MAG
677
M3 Advisory Group
Massachusetts
$277K -$632 -4 -0.2%
FF
678
Francis Financial
$277K +$267K +1,691 New
IAIM
679
International Assets Investment Management
Florida
$274K -$7.75K -49 -3%
VAS
680
Vestmark Advisory Solutions
Massachusetts
$274K +$19.4K +123 +8%
KA
681
Kovack Advisors
Florida
$270K +$949 +6 +0.4%
FFA
682
Founders Financial Alliance
North Carolina
$269K -$67.4K -426 -21%
RFP
683
Root Financial Partners
California
$269K +$36K +228 +16%
SWM
684
Schwallier Wealth Management
Michigan
$269K -$13.3K -84 -5%
IFWM
685
Institute for Wealth Management
Colorado
$267K -$1.58K -10 -0.6%
HNH
686
Hopwood Nicholas Hunter
$266K +$474 +3 +0.2%
FA
687
Fiduciary Alliance
South Carolina
$266K +$474 +3 +0.2%
TCM
688
TD Capital Management
Tennessee
$264K +$316 +2 +0.1%
QCM
689
QRG Capital Management
Illinois
$264K +$9.17K +58 +4%
FCM
690
Fire Capital Management
California
$262K +$7.75K +49 +3%
SFMG
691
Sage Financial Management Group
Virginia
$261K +$25.5K +161 +11%
SA
692
Scarborough Advisors
Maryland
$259K -$273K -1,728 -52%
IRC
693
Investors Research Corp
Georgia
$256K +$8.54K +54 +4%
SIM
694
Stratos Investment Management
Ohio
$255K +$158 +1 +0.1%
UWM
695
Urban Wealth Management
California
$252K -$37.9K -240 -13%
HP
696
Holistic Planning
Texas
$251K -$45.9K -290 -16%
BFA
697
Bragg Financial Advisors
North Carolina
$250K -$40.2K -254 -14%
FFC
698
Frederick Financial Consultants
Maryland
$249K – – –
CFS
699
Commonwealth Financial Services
West Virginia
$247K – – –
LWM
700
Liberty Wealth Management
California
$246K – – –
26 27
28
29 30