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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
701
Bank of New Hampshire
New Hampshire
$187K – – –
GWANC
702
Guardian Wealth Advisors (North Carolina)
North Carolina
$183K -$34.3K -232 -15%
SWP
703
Strategic Wealth Partners
Ohio
$172K -$8.73K -59 -5%
TFA
704
Transamerica Financial Advisors
Florida
$167K +$90.4K +611 +107%
HAP
705
Harbor Asset Planning
Massachusetts
$163K +$171K +1,156 New
AWM
706
Abound Wealth Management
Tennessee
$155K – – –
TPWA
707
Twin Peaks Wealth Advisors
California
$154K +$161K +1,088 New
SIC
708
Salem Investment Counselors
North Carolina
$148K +$155K +1,050 New
HNB
709
Huntington National Bank
Ohio
$145K – – –
AGA
710
Arkos Global Advisors
Texas
$142K +$149K +1,007 New
CFO
711
CVA Family Office
Colorado
$142K +$110K +745 +290%
TLA
712
Tanglewood Legacy Advisors
Texas
$141K – – –
ADL
713
Asset Dedication LLC
California
$136K -$3.55K -24 -2%
FP
714
Financial Perspectives
Minnesota
$135K – – –
HWM
715
Horizons Wealth Management
North Carolina
$124K -$165K -1,117 -56%
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K – – –
BL
717
Balentine LLC
Georgia
$123K – – –
LFG
718
Larson Financial Group
Missouri
$123K – – –
MA
719
MCF Advisors
Kentucky
$122K – – –
BFPW
720
BOK Financial Private Wealth
Colorado
$120K – – –
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$114K -$11.2K -76 -9%
DIP
722
DT Investment Partners
Pennsylvania
$111K – – –
MIA
723
MeadowBrook Investment Advisors
Michigan
$105K – – –
WCM
724
Winthrop Capital Management
Indiana
$102K – – –
NRC
725
New Republic Capital
North Carolina
$102K – – –
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