Notable Holders of ISHARES MSCI USA ESG SELECT ETF (KLD)
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
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| SPINNAKER TRUST | Equities | 817,991 | 25.17% | 13F |
| Garde Capital, Inc. | Equities | 133,310 | 4.10% | 13F |
| Quent Capital, LLC | ETF | 94,902 | 2.92% | 13F |
| SOA Wealth Advisors, LLC. | ETF | 75,312 | 2.32% | 13F |
| C-J Advisory, Inc | MSCI USA ESG SLC | 62,121 | 1.91% | 13F |
| Patriot Wealth Management, Inc. | ETF | 45,964 | 1.41% | 13F |
| Bank of New Hampshire | MSCI USA ESG SLC | 27,613 | 0.85% | 13F |
| COLONY GROUP LLC | ETF | 25,970 | 0.80% | 13F |
| Asset Dedication, LLC | ETF | 23,823 | 0.73% | 13F |
| VERITY Wealth Advisors | ETF | 23,554 | 0.72% | 13F |
| FLOW TRADERS U.S. LLC | ETP | 19,192 | 0.59% | 13F |
| Mill Creek Capital Advisors, LLC | ETF | 16,067 | 0.49% | 13F |
| Trust Co | MSCI USA ESG SLC | 16,066 | 0.49% | 13F |
| Litman Gregory Asset Management LLC | ETF | 15,251 | 0.47% | 13F |
| Rollins Financial | ETF | 13,098 | 0.40% | 13F |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | EXCHANGE TRADED FUND | 12,824 | 0.39% | 13F |
| Private Capital Group, LLC | Exchange Traded Fund | 11,666 | 0.36% | 13F |
| CAPTRUST FINANCIAL ADVISORS | ETF | 10,989 | 0.34% | 13F |
| Fernwood Investment Management, LLC | ETF | 10,090 | 0.31% | 13F |
| Ulland Investment Advisors, LLC | ETF | 8,880 | 0.27% | 13F |
| GREENUP STREET WEALTH MANAGEMENT LLC | Com | 6,695 | 0.21% | 13F |
| WARNER FINANCIAL, INC | ETF | 6,623 | 0.20% | 13F |
| Edmonds Duncan Registered Investment Advisors, LLC | ETF | 6,621 | 0.20% | 13F |
| Archetype Wealth Partners, LLC | ETF | 6,391 | 0.20% | 13F |
| Fiduciary Alliance LLC | ETF | 5,861 | 0.18% | 13F |
| GoalVest Advisory LLC | ETF | 5,353 | 0.16% | 13F |
| Barrett Asset Management, LLC | ETF | 5,250 | 0.16% | 13F |
| First Command Bank | MSCI USA ESG SLC | 5,161 | 0.16% | 13F |
| First Command Financial Services, Inc. | MSCI USA ESG SLC | 5,161 | 0.16% | 13F |
| JNB Advisors LLC | ETF | 5,012 | 0.15% | 13F |
| North Star Investment Management Corp. | ETF | 3,557 | 0.11% | 13F |
| HARBOR INVESTMENT ADVISORY, LLC | ETF | 3,348 | 0.10% | 13F |
| Ethos Financial Group, LLC | ETF | 3,183 | 0.10% | 13F |
| Crestwood Advisors LLC | ETF | 3,075 | 0.09% | 13F |
| Bartlett & Co. LLC | EX TRD EQ FD | 2,820 | 0.09% | 13F |
| Western Pacific Wealth Management, LP | ETF | 2,540 | 0.08% | 13F |
| Dorsey & Whitney Trust CO LLC | MSCI USA ESG SLC | 2,451 | 0.08% | 13F |
| CREATIVE FINANCIAL DESIGNS INC /ADV | ETF | 2,296 | 0.07% | 13F |
| Cribstone Capital Management, LLC | EF | 2,267 | 0.07% | 13F |
| Arkadios Wealth Advisors | ETF | 2,164 | 0.07% | 13F |
| LEAVELL INVESTMENT MANAGEMENT, INC. | USA ESG SLCT ETF | 2,150 | 0.07% | 13F |
| Sunbelt Securities, Inc. | ETF | 1,892 | 0.06% | 13F |
| AdvisorNet Financial, Inc | ETF | 1,182 | 0.04% | 13F |
| Retirement Group, LLC | MSCI USA ESG SLC | 1,041 | 0.03% | 13F |
| Colonial Asset Management, Inc. | ETF | 650 | 0.02% | 13F |
| Lenox Wealth Advisors, Inc. | COM | 538 | 0.02% | 13F |
| CoreCap Advisors, LLC | ETF | 478 | 0.01% | 13F |
| Genesis Wealth Advisors, LLC | Common Stock | 425 | 0.01% | 13F |
| HALLMARK CAPITAL MANAGEMENT INC | ETF | 388 | 0.01% | 13F |

