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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
776
Peninsula Wealth
California
– -$390K -3,718 Closed
HIM
777
Hanlon Investment Management
New Jersey
– -$388K -3,699 Closed
AFAS
778
Acorn Financial Advisory Services
Virginia
– -$387K -3,686 Closed
WEG
779
World Equity Group
Illinois
– -$353K -3,370 Closed
CPCM
780
Cardinal Point Capital Management
Ontario, Canada
– -$353K -3,365 Closed
VT
781
Vise Technologies
New York
– -$349K -3,326 Closed
WFC
782
Western Financial Corp
California
– -$329K -3,140 Closed
GIA
783
Gladstone Institutional Advisory
Florida
– -$328K -3,128 Closed
CCM
784
Crabel Capital Management
California
– -$320K -3,048 Closed
VC
785
Veracity Capital
Georgia
– -$284K -2,710 Closed
TCMP
786
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$261K -2,490 Closed
GCP
787
GSA Capital Partners
United Kingdom
– -$251K -2,391 Closed
PCIA
788
Prime Capital Investment Advisors
Kansas
– -$244K -2,325 Closed
FCA
789
Fortis Capital Advisors
Kansas
– -$225K -2,148 Closed
LL
790
LWMG LLC
Minnesota
– -$223K -2,122 Closed
LJAC
791
L.J. Altfest & Co
New York
– -$219K -2,086 Closed
OPPS
792
Obsidian Personal Planning Solutions
Maryland
– -$209K -1,989 Closed
DWM
793
Dakota Wealth Management
Florida
– -$205K -1,952 Closed
NRC
794
New Republic Capital
North Carolina
– -$167K -1,589 Closed
RFG
795
REAP Financial Group
Texas
– -$163K -1,550 Closed
AWM
796
Able Wealth Management
New Jersey
– -$143K -1,364 Closed
MSWM
797
McGlone Suttner Wealth Management
Wisconsin
– -$111K -1,054 Closed
TVAMP
798
Tennessee Valley Asset Management Partners
Tennessee
– -$54.8K -522 Closed
RIM
799
Rockbridge Investment Management
New York
– -$42.5K -405 Closed
BCM
800
Bourgeon Capital Management
Connecticut
– -$26.2K -250 Closed
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