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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
201
Csenge Advisory Group
Florida
$3.14M -$1.34M -13,713 -29%
PIA
202
Perennial Investment Advisors
California
$3.11M -$178K -1,818 -5%
FWP
203
Firethorn Wealth Partners
Georgia
$3.11M -$1.49M -15,165 -31%
MLA
204
My Legacy Advisors
Oregon
$3.11M -$1.04M -10,605 -24%
AWE
205
Avidian Wealth Enterprises
Texas
$3.07M -$1.06M -10,859 -25%
SFS
206
Sowell Financial Services
Arkansas
$3.05M +$580K +5,920 +22%
BWM
207
Baystate Wealth Management
Massachusetts
$3.03M -$39.7K -405 -1%
FCA
208
FLC Capital Advisors
California
$2.99M -$237K -2,417 -7%
PCA
209
Pallas Capital Advisors
Massachusetts
$2.98M +$646K +6,593 +25%
IWM
210
Integris Wealth Management
California
$2.86M +$470K +4,802 +19%
SC
211
Savant Capital
Illinois
$2.85M +$59.6K +609 +2%
MIM
212
Macroview Investment Management
Maryland
$2.83M -$11.1K -113 -0.4%
WA
213
Wealth Architects
California
$2.82M +$6.66K +68 +0.2%
RSWM
214
Robertson Stephens Wealth Management
California
$2.81M -$745K -7,610 -20%
FRA
215
FFG Retirement Advisors
Colorado
$2.81M -$1.23M -12,529 -30%
BWL
216
Bogart Wealth LLC
Virginia
$2.8M +$342K +3,494 +13%
MFA
217
Mayflower Financial Advisors
Massachusetts
$2.75M -$3.55M -36,254 -42%
SWM
218
SigFig Wealth Management
California
$2.72M -$1.92M -19,642 -40%
EH
219
Equitable Holdings
New York
$2.69M +$1.96K +20 +0.1%
RLIM
220
Red Lighthouse Investment Management
New York
$2.67M – – –
DI
221
DFPG Investments
Utah
$2.66M -$595K -6,071 -18%
RFC
222
Regions Financial Corp
Alabama
$2.65M -$1.27K -13 -0%
TF
223
Trek Financial
Arizona
$2.62M -$2.91M -29,663 -52%
PA
224
Planning Alternatives
Michigan
$2.57M +$138K +1,414 +5%
WWM
225
WT Wealth Management
Arizona
$2.53M +$1.01M +10,286 +62%
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