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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
251
OLIO Financial Planning
Virginia
$1.89M – – –
WCM
252
Windham Capital Management
Massachusetts
$1.88M – – –
GC
253
Garde Capital
Washington
$1.88M +$2.41K +22 +0.1%
GWM
254
GSB Wealth Management
Connecticut
$1.87M -$8.66K -79 -0.5%
AWM
255
AE Wealth Management
Kansas
$1.86M -$7.14M -65,192 -80%
PI
256
PFG Investments
New York
$1.85M +$462K +4,220 +35%
RIA
257
Regal Investment Advisors
Michigan
$1.83M -$2.93M -26,741 -63%
SFA
258
Sequoia Financial Advisors
Ohio
$1.83M -$160K -1,456 -8%
JPG
259
Jordan Park Group
California
$1.82M +$152K +1,386 +10%
FGAM
260
Financial Gravity Asset Management
Texas
$1.81M – – –
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$1.81M -$508K -4,635 -23%
BFG
262
Beacon Financial Group
Texas
$1.79M -$177K -1,619 -9%
CWA
263
Clearview Wealth Advisors
Oregon
$1.79M +$133K +1,218 +8%
RJT
264
Raymond James Trust
Florida
$1.79M -$24.5K -224 -1%
SXL
265
Summit X LLC
Missouri
$1.77M -$5.45M -49,753 -76%
KPWS
266
Kestra Private Wealth Services
Texas
$1.77M -$2.88M -26,259 -63%
GAM
267
Gould Asset Management
California
$1.76M -$64.6K -590 -4%
SWM
268
Spire Wealth Management
Virginia
$1.75M -$410K -3,744 -20%
SCA
269
Scott Capital Advisors
Oregon
$1.75M -$134K -1,222 -7%
SVWG
270
Shared Vision Wealth Group
United States
$1.74M -$935K -8,530 -36%
AGWCA
271
Annis Gardner Whiting Capital Advisors
Florida
$1.68M +$687K +6,273 +75%
GRP
272
Global Retirement Partners
California
$1.65M -$237K -2,163 -13%
MCM
273
Mendel Capital Management
Arkansas
$1.63M -$50.3K -459 -3%
LFA
274
Legacy Financial Advisors
Kentucky
$1.63M -$105K -960 -6%
RIS
275
Retirement Income Solutions
Michigan
$1.62M +$52.6K +480 +4%
9 10
11
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