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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
201
Regal Investment Advisors
Michigan
$2.14M +$194K +1,510 +9%
AGWCA
202
Annis Gardner Whiting Capital Advisors
Florida
$2.13M -$2.19K -17 -0.1%
OAP
203
One Advisory Partners
Kansas
$2.12M -$977K -7,584 -30%
CCM
204
Coldstream Capital Management
Washington
$2.1M +$1.02M +7,892 +84%
VCM
205
Vision Capital Management
Oregon
$2.07M -$34.8K -270 -2%
TCA
206
Transcend Capital Advisors
New Jersey
$2.06M -$606K -4,704 -22%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.02M -$54.7K -425 -2%
G
208
GenTrust
Florida
$2M +$267K +2,077 +15%
PWMG
209
Pioneer Wealth Management Group
Texas
$1.95M +$2.06M +16,003 New
PIA
210
Perennial Investment Advisors
California
$1.94M -$16.6K -129 -0.8%
AWM
211
Apollon Wealth Management
South Carolina
$1.92M -$48.4K -376 -2%
SWM
212
SigFig Wealth Management
California
$1.92M +$208K +1,613 +11%
DAS
213
Diversify Advisory Services
Utah
$1.88M +$78.4K +609 +4%
BFG
214
Beacon Financial Group
Texas
$1.87M -$9.4K -73 -0.5%
1SB
215
1ST Source Bank
Indiana
$1.87M – – –
GC
216
Garde Capital
Washington
$1.86M -$65K -505 -3%
MFA
217
Mayflower Financial Advisors
Massachusetts
$1.85M -$292K -2,270 -13%
SCA
218
Snowden Capital Advisors
New York
$1.82M +$61.4K +477 +3%
MIM
219
Macroview Investment Management
Maryland
$1.75M -$164K -1,273 -8%
AWE
220
Avidian Wealth Enterprises
Texas
$1.74M +$170K +1,323 +10%
BWL
221
Bogart Wealth LLC
Virginia
$1.73M -$22.8K -177 -1%
AFG
222
Atomi Financial Group
New York
$1.72M -$437K -3,395 -19%
GWM
223
GSB Wealth Management
Connecticut
$1.72M -$298K -2,317 -14%
IAG
224
Ipsen Advisor Group
Arkansas
$1.71M -$63.6K -494 -3%
CWMK
225
Caliber Wealth Management (Kansas)
Kansas
$1.71M +$1.81M +14,020 New
7 8
9
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