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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
176
Matthew Hamilton Rosenberg
$5.21M +$5.36M +52,922 New
BOH
177
Bank of Hawaii
Hawaii
$5.07M – – –
ACS
178
Archford Capital Strategies
Illinois
$5.05M +$169K +1,663 +3%
SHGA
179
Sand Hill Global Advisors
California
$4.95M -$18.2K -180 -0.4%
PPP
180
Private Portfolio Partners
New Jersey
$4.92M +$1.63M +16,073 +47%
MCAI
181
Members Capital Advisors Inc
Wisconsin
$4.79M +$4.93M +48,625 New
FAIM
182
Financial Advocates Investment Management
Washington
$4.64M -$1.39M -13,709 -23%
NCM
183
Northwest Capital Management
Oregon
$4.53M +$1.02M +10,064 +30%
IAN
184
Integrated Advisors Network
Texas
$4.48M +$4.1M +40,481 +806%
CIAS
185
Capital Investment Advisory Services
North Carolina
$4.37M +$186K +1,836 +4%
MMA
186
Miracle Mile Advisors
California
$4.35M +$97.7K +964 +2%
IWS
187
Insight Wealth Strategies
California
$4.34M +$464K +4,580 +12%
SFS
188
Sowell Financial Services
Arkansas
$4.31M -$897K -8,854 -17%
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$4.29M +$2.74K +27 +0.1%
LNC
190
Lincoln National Corp
Pennsylvania
$4.25M -$30.7K -303 -0.7%
BFEC
191
Benjamin F. Edwards & Company
Missouri
$4.17M +$407K +4,019 +10%
BRC
192
BHF RG Capital
Arizona
$4.09M -$6.28M -62,019 -60%
CCFM
193
Clear Creek Financial Management
Washington
$4.04M -$990K -9,771 -19%
TPWA
194
TRUE Private Wealth Advisors
Oregon
$4.02M +$1.06M +10,457 +34%
MWM
195
Merriman Wealth Management
Washington
$4M – – –
BTWM
196
Baker Tilly Wealth Management
Wisconsin
$3.96M +$606K +5,982 +17%
PIA
197
Perennial Investment Advisors
California
$3.94M +$280K +2,761 +7%
IF
198
Intrua Financial
Texas
$3.92M +$120K +1,182 +3%
APA
199
American Portfolios Advisors
New York
$3.9M +$598K +5,903 +17%
IA
200
IFP Advisors
Florida
$3.9M +$1.21M +11,943 +43%
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