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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
126
Advisory Services Network
Georgia
$5.2M +$1.36M +16,749 +38%
PWM
127
Perigon Wealth Management
California
$5.19M +$3.35M +41,241 +216%
PO
128
Private Ocean
California
$5.04M +$578K +7,120 +14%
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$5.03M +$188K +2,320 +4%
BEC
130
Blue Edge Capital
Virginia
$4.82M +$152K +1,866 +3%
OWA
131
One Wealth Advisors
California
$4.66M +$3.74M +46,082 +572%
TA
132
Tiedemann Advisors
New York
$4.64M -$189K -2,324 -4%
SPC
133
Sigma Planning Corp
Michigan
$4.5M +$812K +10,003 +24%
BWP
134
Bernardo Wealth Planning
Pennsylvania
$4.48M +$249K +3,062 +6%
BAM
135
Belpointe Asset Management
Nevada
$4.28M +$522K +6,428 +15%
CWM
136
Cornerstone Wealth Management
Missouri
$4.23M +$660K +8,126 +20%
GCA
137
Greenwood Capital Associates
South Carolina
$4.21M +$313K +3,852 +9%
SAMC
138
Spectrum Asset Management (California)
California
$4.17M +$3.93M +48,458 New
PAG
139
Private Advisor Group
New Jersey
$4.11M +$1.58M +19,490 +69%
EL
140
EQ LLC
Washington
$3.94M +$3.71M +45,747 New
FA
141
FDx Advisors
Illinois
$3.78M +$3.57M +43,961 New
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$3.74M +$3.53M +43,489 New
IA
143
IFP Advisors
Florida
$3.72M +$1.28M +15,749 +57%
KWM
144
Keebeck Wealth Management
Illinois
$3.66M +$3.45M +42,513 New
MIM
145
Macroview Investment Management
Maryland
$3.64M +$36.6K +451 +1%
SWM
146
SigFig Wealth Management
California
$3.6M +$1.58M +19,430 +87%
PCG
147
Private Capital Group
Connecticut
$3.58M +$1.28M +15,764 +61%
JIC
148
Joel Isaacson & Co
New York
$3.56M +$1.08M +13,279 +47%
LNC
149
Lincoln National Corp
Pennsylvania
$3.53M -$98.7K -1,215 -3%
CIAS
150
Capital Investment Advisory Services
North Carolina
$3.5M +$1.97M +24,297 +149%
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