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iShares ESG Advanced MSCI USA ETF
USXF

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M +$30.2M +863,251 +33%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.4M +$2.46M +70,250 +26%
PAS
3
Park Avenue Securities
New York
$7.29M +$1.82M +51,969 +35%
5L
4
55I LLC
Massachusetts
$6.71M +$2.16M +61,714 +50%
ST
5
Spinnaker Trust
Maine
$5.39M +$5.19M +148,384 New
MML Investors Services
6
MML Investors Services
Massachusetts
$5.25M +$1.01M +28,761 +25%
OWA
7
One Wealth Advisors
California
$2.77M +$718K +20,507 +37%
WP
8
WealthSource Partners
California
$1.91M +$363K +10,386 +25%
LPL Financial
9
LPL Financial
California
$1.86M +$582K +16,645 +48%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.73M +$1.34M +38,360 +422%
ACP
11
Ashfield Capital Partners
California
$1.66M +$231K +6,600 +17%
HGWM
12
Horst & Graben Wealth Management
Oregon
$1.5M +$170K +4,855 +13%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.38M +$1.33M +37,919 New
Prudential Financial
14
Prudential Financial
New Jersey
$1.25M +$154K +4,398 +15%
Citadel Advisors
15
Citadel Advisors
Florida
$1.16M +$1.12M +31,897 New
Goldman Sachs
16
Goldman Sachs
New York
$1.04M – – –
AI
17
Accredited Investors
Minnesota
$982K +$128K +3,644 +16%
EH
18
Equitable Holdings
New York
$965K +$26.1K +745 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$874K +$842K +24,063 New
SCA
20
Snowden Capital Advisors
New York
$848K +$68.4K +1,956 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$821K +$530K +15,132 +202%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$820K +$471K +13,468 +147%
RCS
23
Retirement Capital Strategies
California
$818K +$789K +22,538 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$808K +$204K +5,839 +36%
WA
25
Wealth Alliance
New York
$785K +$520K +14,866 +220%
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