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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
701
Harbor Asset Planning
Massachusetts
$163K +$171K +1,156 New
AWM
702
Abound Wealth Management
Tennessee
$155K – – –
TPWA
703
Twin Peaks Wealth Advisors
California
$154K +$161K +1,088 New
SIC
704
Salem Investment Counselors
North Carolina
$148K +$155K +1,050 New
HNB
705
Huntington National Bank
Ohio
$145K – – –
AGA
706
Arkos Global Advisors
Texas
$142K +$149K +1,007 New
CFO
707
CVA Family Office
Colorado
$142K +$110K +745 +290%
TLA
708
Tanglewood Legacy Advisors
Texas
$141K – – –
ADL
709
Asset Dedication LLC
California
$136K -$3.55K -24 -2%
FP
710
Financial Perspectives
Minnesota
$135K – – –
HWM
711
Horizons Wealth Management
North Carolina
$124K -$165K -1,117 -56%
LWCFA
712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K – – –
BL
713
Balentine LLC
Georgia
$123K – – –
LFG
714
Larson Financial Group
Missouri
$123K – – –
MA
715
MCF Advisors
Kentucky
$122K – – –
BFPW
716
BOK Financial Private Wealth
Colorado
$120K – – –
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$114K -$11.2K -76 -9%
DIP
718
DT Investment Partners
Pennsylvania
$111K – – –
MIA
719
MeadowBrook Investment Advisors
Michigan
$105K – – –
WCM
720
Winthrop Capital Management
Indiana
$102K – – –
NRC
721
New Republic Capital
North Carolina
$102K – – –
FC
722
Financial Consulate
Maryland
$99.6K +$104K +704 New
CT
723
Clearstead Trust
Maine
$93.2K – – –
KFI
724
Key Financial Inc
Pennsylvania
$89.4K – – –
CA
725
Centerpoint Advisors
Massachusetts
$88K +$20.3K +137 +28%
27 28
29
30 31