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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
201
Mayflower Financial Advisors
Massachusetts
$3.45M +$353K +3,601 +7%
BWL
202
Bogart Wealth LLC
Virginia
$3.41M +$264K +2,699 +9%
TF
203
Trek Financial
Arizona
$3.4M +$441K +4,505 +16%
CAG
204
Csenge Advisory Group
Florida
$3.38M -$126K -1,291 -4%
SWM
205
SigFig Wealth Management
California
$3.36M +$296K +3,018 +10%
NPT
206
National Philanthropic Trust
Pennsylvania
$3.33M +$3.11M +31,704 New
FCA
207
FLC Capital Advisors
California
$3.23M -$99.9K -1,020 -3%
IWM
208
Integris Wealth Management
California
$3.22M +$26.3K +269 +0.9%
EH
209
Equitable Holdings
New York
$3.19M +$172K +1,753 +6%
AWE
210
Avidian Wealth Enterprises
Texas
$3.17M -$246K -2,515 -8%
FRA
211
FFG Retirement Advisors
Colorado
$3.13M -$5.49K -56 -0.2%
MIM
212
Macroview Investment Management
Maryland
$3.08M -$71.5K -730 -2%
DI
213
DFPG Investments
Utah
$3.08M +$185K +1,891 +7%
WA
214
Wealth Architects
California
$3.04M -$104K -1,058 -4%
TWM
215
TSA Wealth Management
Texas
$3.04M +$2.84M +28,957 New
RLIM
216
Red Lighthouse Investment Management
New York
$2.99M – – –
SPIA
217
Steward Partners Investment Advisory
New York
$2.97M +$425K +4,342 +18%
RFC
218
Regions Financial Corp
Alabama
$2.94M -$18.8K -192 -0.7%
SFS
219
Sowell Financial Services
Arkansas
$2.93M -$430K -4,394 -14%
MWS
220
Maxwell Wealth Strategies
California
$2.84M +$2.65M +27,073 New
CC
221
Copperleaf Capital
North Carolina
$2.81M +$7.93K +81 +0.3%
LWM
222
Liberty Wealth Management
California
$2.8M -$2.24M -22,907 -46%
SC
223
Savant Capital
Illinois
$2.8M -$354K -3,616 -12%
WWM
224
WT Wealth Management
Arizona
$2.8M -$18K -184 -0.7%
PFG
225
PAX Financial Group
Texas
$2.77M -$1.47M -14,967 -37%
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