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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
FIT
676
Financially in Tune
Massachusetts
$219K – – –
VAS
677
Vestmark Advisory Solutions
Massachusetts
$219K +$229K +1,549 New
FFC
678
Frederick Financial Consultants
Maryland
$215K – – –
CFS
679
Commonwealth Financial Services
West Virginia
$214K -$3.85K -26 -2%
IRC
680
Investors Research Corp
Georgia
$214K +$13.8K +93 +7%
CWWM
681
Curry Webb Wealth Management
Indiana
$212K +$148 +1 +0.1%
SPC
682
Sigma Planning Corp
Michigan
$212K -$4.59K -31 -2%
JWA
683
JFS Wealth Advisors
Pennsylvania
$210K – – –
SMF
684
Sterling Manor Financial
New York
$209K -$17.2K -116 -7%
MFIM
685
Mesirow Financial Investment Management
Illinois
$206K +$216K +1,458 New
EC
686
Estate Counselors
Wisconsin
$206K -$332K -2,245 -61%
GLLW
687
Graves Light Lenhart Wealth
Virginia
$204K -$20K -135 -9%
AWMNY
688
Arcadia Wealth Management (New York)
New York
$204K – – –
EL
689
Essex LLC
Illinois
$203K +$3.7K +25 +2%
SFMG
690
Sage Financial Management Group
Virginia
$203K +$5.18K +35 +3%
CFG
691
Cooper Financial Group
California
$202K -$50.4K -341 -19%
AO
692
Advisor OS
Illinois
$201K +$296 +2 +0.1%
CA
693
Capital Advantage
California
$200K – – –
RFP
694
Root Financial Partners
California
$200K -$328K -2,218 -61%
GF
695
GGM Financials
Ohio
$198K +$444 +3 +0.2%
TLFA
696
True Link Financial Advisors
California
$198K +$207K +1,399 New
BONH
697
Bank of New Hampshire
New Hampshire
$187K – – –
GWANC
698
Guardian Wealth Advisors (North Carolina)
North Carolina
$183K -$34.3K -232 -15%
SWP
699
Strategic Wealth Partners
Ohio
$172K -$8.73K -59 -5%
TFA
700
Transamerica Financial Advisors
Florida
$167K +$90.4K +611 +107%
26 27
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29 30