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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
776
Bright Financial Advisors
Michigan
– -$275K -2,131 Closed
MA
777
MJP Associates
Connecticut
– -$247K -1,917 Closed
F8IS
778
Figure 8 Investment Strategies
Idaho
– -$242K -1,875 Closed
TWM
779
Tradition Wealth Management
Minnesota
– -$237K -1,838 Closed
BFWM
780
Bright Futures Wealth Management
New York
– -$242K -1,830 Closed
AGP
781
Autumn Glory Partners
Texas
– -$231K -1,793 Closed
TCM
782
Traynor Capital Management
Pennsylvania
– -$226K -1,754 Closed
SWA
783
Sax Wealth Advisors
New Jersey
– -$213K -1,655 Closed
NW
784
NewEdge Wealth
Pennsylvania
– -$208K -1,618 Closed
SHFA
785
SC&H Financial Advisors
Maryland
– -$208K -1,618 Closed
FA
786
Fermata Advisors
California
– -$208K -1,615 Closed
GWMR
787
GC Wealth Management RIA
Massachusetts
– -$207K -1,609 Closed
MADFP
788
Michael A Dubis Financial Planning
Wisconsin
– -$207K -1,605 Closed
DFA
789
Davies Financial Advisors
California
– -$206K -1,602 Closed
FFC
790
Frederick Financial Consultants
Maryland
– -$204K -1,581 Closed
SA
791
Scarborough Advisors
Maryland
– -$204K -1,580 Closed
LSIA
792
LaSalle St. Investment Advisors
Illinois
– -$203K -1,578 Closed
BFS
793
BridgePort Financial Solutions
Iowa
– -$201K -1,575 Closed
SIM
794
Stratos Investment Management
Ohio
– -$203K -1,573 Closed
BWA
795
Bestgate Wealth Advisors
Maryland
– -$202K -1,567 Closed
PWMAG
796
Pinnacle Wealth Management Advisory Group
New Jersey
– -$202K -1,565 Closed
OPPS
797
Obsidian Personal Planning Solutions
Maryland
– -$207K -1,562 Closed
EW
798
Element Wealth
Mississippi
– -$169K -1,315 Closed
OC
799
Oarsman Capital
Wisconsin
– -$128K -997 Closed
AWM
800
Avior Wealth Management
Nebraska
– -$125K -968 Closed
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32
33