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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$4.35M +$5.15M +75,611 New
LFPWM
52
Leicht Financial Planning & Wealth Management
New Jersey
$4.33M +$5.11M +75,132 New
HPWM
53
Highland Private Wealth Management
Washington
$4.08M +$188K +2,764 +4%
FAAS
54
First Allied Advisory Services
California
$4.02M +$4.76M +69,930 New
SXL
55
Summit X LLC
Missouri
$4.02M +$4.75M +69,792 New
HPC
56
Hobart Private Capital
North Carolina
$3.97M +$4.7M +69,032 New
RA
57
RFG Advisory
Alabama
$3.92M +$4.65M +68,266 New
BRWA
58
B. Riley Wealth Advisors
Florida
$3.55M +$4.2M +61,743 New
KeyBank National Association
59
KeyBank National Association
Ohio
$3.51M +$1.26M +18,497 +44%
Truist Financial
60
Truist Financial
North Carolina
$3.49M +$4.14M +60,764 New
CWS
61
Cypress Wealth Services
California
$3.36M +$3.98M +58,424 New
SB
62
Strategic Blueprint
Georgia
$3.27M +$3.88M +56,947 New
VFM
63
Vivid Financial Management
California
$3.25M +$391K +5,743 +11%
SPIA
64
Steward Partners Investment Advisory
New York
$3.22M +$3.64M +53,439 +2,040%
CAM
65
Concorde Asset Management
Michigan
$3.16M +$3.74M +54,966 New
PO
66
Private Ocean
California
$3.09M +$408 +6 +0%
Prudential Financial
67
Prudential Financial
New Jersey
$2.97M +$3.52M +51,718 New
LWM
68
Liberty Wealth Management
California
$2.95M +$3.47M +50,998 New
BEC
69
Blue Edge Capital
Virginia
$2.93M +$1.33M +19,592 +62%
SFS
70
Sowell Financial Services
Arkansas
$2.89M +$2.51M +36,929 +276%
I
71
INVST
Indiana
$2.71M +$3.35M +49,154 New
LFG
72
LifePlan Financial Group
Ohio
$2.67M +$3.09M +45,358 +3,844%
TA
73
Tiedemann Advisors
New York
$2.62M +$2.07M +30,374 +201%
BWP
74
Bernardo Wealth Planning
Pennsylvania
$2.55M +$3.02M +44,372 New
TF
75
Trek Financial
Arizona
$2.52M +$2.98M +43,842 New
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