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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
676
Security Financial Services
Indiana
$220K – – –
QCM
677
QRG Capital Management
Illinois
$220K -$61.7K -417 -21%
FCM
678
Fire Capital Management
California
$219K +$4.73K +32 +2%
FIT
679
Financially in Tune
Massachusetts
$219K – – –
VAS
680
Vestmark Advisory Solutions
Massachusetts
$219K +$229K +1,549 New
FFC
681
Frederick Financial Consultants
Maryland
$215K – – –
CFS
682
Commonwealth Financial Services
West Virginia
$214K -$3.85K -26 -2%
IRC
683
Investors Research Corp
Georgia
$214K +$13.8K +93 +7%
CWWM
684
Curry Webb Wealth Management
Indiana
$212K +$148 +1 +0.1%
AFP
685
Advus Financial Partners
Florida
$212K +$20K +135 +10%
SPC
686
Sigma Planning Corp
Michigan
$212K -$4.59K -31 -2%
JWA
687
JFS Wealth Advisors
Pennsylvania
$210K – – –
SMF
688
Sterling Manor Financial
New York
$209K -$17.2K -116 -7%
MFIM
689
Mesirow Financial Investment Management
Illinois
$206K +$216K +1,458 New
EC
690
Estate Counselors
Wisconsin
$206K -$332K -2,245 -61%
GLLW
691
Graves Light Lenhart Wealth
Virginia
$204K -$20K -135 -9%
AWMNY
692
Arcadia Wealth Management (New York)
New York
$204K – – –
EL
693
Essex LLC
Illinois
$203K +$3.7K +25 +2%
SFMG
694
Sage Financial Management Group
Virginia
$203K +$5.18K +35 +3%
CFG
695
Cooper Financial Group
California
$202K -$50.4K -341 -19%
AO
696
Advisor OS
Illinois
$201K +$296 +2 +0.1%
CA
697
Capital Advantage
California
$200K – – –
RFP
698
Root Financial Partners
California
$200K -$328K -2,218 -61%
GF
699
GGM Financials
Ohio
$198K +$444 +3 +0.2%
TLFA
700
True Link Financial Advisors
California
$198K +$207K +1,399 New
26 27
28
29 30