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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$1.88M -$3.3M -37,293 -64%
WANY
277
Wealthspire Advisors (New York)
New York
$1.88M -$290K -3,284 -14%
VCP
278
Verus Capital Partners
Arizona
$1.87M -$848K -9,593 -32%
WA
279
Wealth Architects
California
$1.87M +$198K +2,244 +12%
RW
280
REDW Wealth
New Mexico
$1.85M +$148K +1,678 +9%
CFG
281
Cooper Financial Group
California
$1.84M -$1.84M -20,758 -50%
DE
282
Day & Ennis
Georgia
$1.83M -$1.08M -12,231 -38%
CRI
283
Commonwealth Retirement Investments
Virginia
$1.83M -$1.8M -20,327 -50%
T
284
TRUADVICE
Florida
$1.82M -$2.72M -30,718 -61%
GC
285
Garde Capital
Washington
$1.81M -$94.2K -1,065 -5%
MHB
286
Midwest Heritage Bank
Iowa
$1.81M -$1.68M -19,055 -49%
SFG
287
Sovereign Financial Group
Connecticut
$1.78M -$1.27M -14,318 -42%
WLIM
288
White Lighthouse Investment Management
Massachusetts
$1.75M -$98K -1,108 -5%
BWM
289
Baystate Wealth Management
Massachusetts
$1.74M -$1.62M -18,372 -49%
LB
290
Leo Brokerage
Texas
$1.73M +$1.69M +19,106 New
WIA
291
World Investment Advisors
California
$1.72M -$1.62M -18,313 -49%
HGWM
292
Harvest Group Wealth Management
Massachusetts
$1.71M +$580K +6,563 +53%
SG
293
StoneX Group
New York
$1.65M -$182K -2,053 -10%
WAL
294
W Advisors LLC
Tennessee
$1.64M -$1.16M -13,130 -42%
OFP
295
OLIO Financial Planning
Virginia
$1.63M +$77.2K +873 +5%
CAM
296
Crestone Asset Management
Colorado
$1.63M +$611K +6,910 +62%
WS
297
Wedbush Securities
California
$1.58M +$369K +4,178 +31%
NA
298
Nottingham Advisors
New York
$1.58M -$31.6K -357 -2%
RJT
299
Raymond James Trust
Florida
$1.55M -$58.4K -660 -4%
YIH
300
Y-Intercept (HK)
Hong Kong
$1.55M +$1.51M +17,109 New
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