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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
201
Long Run Wealth Advisors
New York
$4.53M +$302K +3,303 +7%
MCAI
202
Members Capital Advisors Inc
Wisconsin
$4.52M +$475K +5,205 +11%
PPP
203
Private Portfolio Partners
New Jersey
$4.48M -$170K -1,861 -3%
FAIM
204
Financial Advocates Investment Management
Washington
$4.44M -$350K -3,833 -7%
CFD
205
Creative Financial Designs
Indiana
$4.44M +$904K +9,893 +23%
ACS
206
Archford Capital Strategies
Illinois
$4.44M +$75.3K +824 +2%
LF
207
Lantz Financial
Illinois
$4.43M +$445K +4,874 +10%
GRP
208
Global Retirement Partners
California
$4.42M +$983K +10,759 +26%
LNC
209
Lincoln National Corp
Pennsylvania
$4.4M +$568K +6,223 +13%
DE
210
Day & Ennis
Georgia
$4.35M -$10.8M -118,040 -69%
MHB
211
Midwest Heritage Bank
Iowa
$4.33M -$540K -5,912 -10%
BOH
212
Bank of Hawaii
Hawaii
$4.32M – – –
MMA
213
Miracle Mile Advisors
California
$4.32M +$381K +4,174 +9%
MHR
214
Matthew Hamilton Rosenberg
$4.29M +$199K +2,174 +5%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$4.24M – – –
TC
216
Trilogy Capital
California
$4.17M +$92.9K +1,017 +2%
AG
217
Ascent Group
Virginia
$4.13M -$17.2K -188 -0.4%
UCFA
218
United Capital Financial Advisors
Texas
$4.1M +$2M +21,919 +81%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$4.03M +$88.3K +967 +2%
PFM
220
Parsec Financial Management
North Carolina
$3.97M +$537K +5,874 +14%
WIA
221
World Investment Advisors
California
$3.97M +$308K +3,369 +9%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$3.96M -$230K -2,517 -5%
SWG
223
Summit Wealth Group
Vermont
$3.88M +$154K +1,681 +4%
HHGA
224
Halbert Hargrove Global Advisors
California
$3.85M -$1.24M -13,594 -23%
FTUS
225
Flow Traders U.S.
New York
$3.85M +$4.19M +45,823 New
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