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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
726
Asset Dedication LLC
California
$146K – – –
FP
727
Financial Perspectives
Minnesota
$142K – – –
JFA
728
JNBA Financial Advisors
Minnesota
$136K +$135K +910 New
FMII
729
Farmers & Merchants Investments Inc
Nebraska
$132K – – –
BL
730
Balentine LLC
Georgia
$130K – – –
LFG
731
Larson Financial Group
Missouri
$130K -$435K -2,939 -77%
MA
732
MCF Advisors
Kentucky
$129K +$128K +865 New
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K – – –
BFPW
734
BOK Financial Private Wealth
Colorado
$126K – – –
DIP
735
DT Investment Partners
Pennsylvania
$117K +$116K +782 New
MIA
736
MeadowBrook Investment Advisors
Michigan
$111K – – –
NRC
737
New Republic Capital
North Carolina
$107K – – –
WCM
738
Winthrop Capital Management
Indiana
$107K – – –
CT
739
Clearstead Trust
Maine
$98.2K – – –
KFI
740
Key Financial Inc
Pennsylvania
$94.2K +$9.02K +61 +11%
BW
741
Bravera Wealth
North Dakota
$88K +$87.4K +591 New
CFFP
742
Center for Financial Planning
Michigan
$87.6K – – –
TFA
743
Transamerica Financial Advisors
Florida
$85.3K +$25.4K +172 +43%
FDCDDQ
744
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.6K +$84K +568 New
BA
745
Blueline Advisors
New Hampshire
$83.7K +$83.1K +562 New
NSG
746
Nalls Sherbakoff Group
Tennessee
$81.9K – – –
NS
747
NBC Securities
Alabama
$80.7K – – –
HIA
748
Harbor Investment Advisory
Maryland
$78.5K – – –
BBHC
749
Brown Brothers Harriman & Co
New York
$76K – – –
CFD
750
Creative Financial Designs
Indiana
$73.2K -$13.5K -91 -16%
28 29
30
31 32