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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
776
ORG Partners
Indiana
– -$346K -2,686 Closed
FFM
777
Forum Financial Management
Illinois
– -$324K -2,512 Closed
BW
778
Blalock Williams
Alabama
– -$300K -2,328 Closed
BFA
779
Bright Financial Advisors
Michigan
– -$275K -2,131 Closed
MA
780
MJP Associates
Connecticut
– -$247K -1,917 Closed
F8IS
781
Figure 8 Investment Strategies
Idaho
– -$242K -1,875 Closed
TWM
782
Tradition Wealth Management
Minnesota
– -$237K -1,838 Closed
BFWM
783
Bright Futures Wealth Management
New York
– -$242K -1,830 Closed
AGP
784
Autumn Glory Partners
Texas
– -$231K -1,793 Closed
TCM
785
Traynor Capital Management
Pennsylvania
– -$226K -1,754 Closed
SWA
786
Sax Wealth Advisors
New Jersey
– -$213K -1,655 Closed
NW
787
NewEdge Wealth
Pennsylvania
– -$208K -1,618 Closed
SHFA
788
SC&H Financial Advisors
Maryland
– -$208K -1,618 Closed
FA
789
Fermata Advisors
California
– -$208K -1,615 Closed
GWMR
790
GC Wealth Management RIA
Massachusetts
– -$207K -1,609 Closed
MADFP
791
Michael A Dubis Financial Planning
Wisconsin
– -$207K -1,605 Closed
DFA
792
Davies Financial Advisors
California
– -$206K -1,602 Closed
FFC
793
Frederick Financial Consultants
Maryland
– -$204K -1,581 Closed
SA
794
Scarborough Advisors
Maryland
– -$204K -1,580 Closed
LSIA
795
LaSalle St. Investment Advisors
Illinois
– -$203K -1,578 Closed
BFS
796
BridgePort Financial Solutions
Iowa
– -$201K -1,575 Closed
SIM
797
Stratos Investment Management
Ohio
– -$203K -1,573 Closed
BWA
798
Bestgate Wealth Advisors
Maryland
– -$202K -1,567 Closed
PWMAG
799
Pinnacle Wealth Management Advisory Group
New Jersey
– -$202K -1,565 Closed
OPPS
800
Obsidian Personal Planning Solutions
Maryland
– -$207K -1,562 Closed
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