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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
CoreCap Advisors
Michigan
$4.46M +$200K +2,039 +5%
RA
177
RFG Advisory
Alabama
$4.45M -$590K -6,021 -12%
KWS
178
Keystone Wealth Services
California
$4.4M -$527K -5,380 -11%
RF
179
RHS Financial
California
$4.39M +$101K +1,027 +3%
KPWS
180
Kestra Private Wealth Services
Texas
$4.37M -$1.93M -19,677 -32%
VFA
181
Valeo Financial Advisors
Indiana
$4.31M -$87.3K -891 -2%
CFGS
182
Concourse Financial Group Securities
Alabama
$4.2M -$35.5K -362 -0.9%
AF
183
Advisornet Financial
Minnesota
$4.17M +$111K +1,130 +3%
PA
184
Parallel Advisors
California
$4.09M +$2.4M +24,484 +168%
SWP
185
Stratos Wealth Partners
Ohio
$3.98M -$328K -3,354 -8%
OAP
186
One Advisory Partners
Kansas
$3.97M -$155K -1,582 -4%
FWP
187
Firethorn Wealth Partners
Georgia
$3.92M +$420K +4,292 +13%
CWM
188
Certus Wealth Management
California
$3.81M +$160K +1,637 +5%
WF
189
Williams Financial
Vermont
$3.77M -$12.3K -126 -0.3%
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$3.7M -$4.24M -43,250 -55%
MYIA
191
Mount Yale Investment Advisors
Colorado
$3.66M +$70.2K +717 +2%
IAN
192
Integrated Advisors Network
Texas
$3.66M -$1.76K -18 -0.1%
LSAG
193
Lake Street Advisors Group
New Hampshire
$3.64M +$25.3K +258 +0.7%
PWMG
194
Provence Wealth Management Group
California
$3.61M -$474K -4,844 -12%
AAMC
195
Asset Allocation & Management Company
Illinois
$3.57M – – –
MLA
196
My Legacy Advisors
Oregon
$3.55M +$58.5K +597 +2%
WWP
197
WR Wealth Planners
Missouri
$3.53M -$780K -7,963 -19%
IWA
198
Invera Wealth Advisors
Oregon
$3.5M +$3.27M +33,402 New
GW
199
GW & Wade
Massachusetts
$3.47M -$171K -1,741 -5%
BWM
200
Baystate Wealth Management
Massachusetts
$3.45M +$60K +613 +2%
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