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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$734K +$87.4K +591 +13%
MWM
402
MBE Wealth Management
Wisconsin
$734K +$106K +716 +16%
O3W
403
Omni 360 Wealth
New Jersey
$733K -$26.2K -177 -3%
AL
404
Aspiriant LLC
California
$728K -$148 -1 -0%
LPAM
405
Lodestar Private Asset Management
California
$722K +$444 +3 +0.1%
NG
406
Navigation Group
California
$720K +$753K +5,090 New
CA
407
Chatterton & Associates
California
$714K +$160K +1,083 +29%
RCA
408
Resonant Capital Advisors
Wisconsin
$714K – – –
GDP
409
Great Diamond Partners
Maine
$713K +$52.7K +356 +8%
TF
410
Theory Financial
Colorado
$705K -$42.6K -288 -5%
AF
411
Advisornet Financial
Minnesota
$702K +$157K +1,064 +27%
EPW
412
Evolve Private Wealth
California
$702K – – –
WP
413
WealthShield Partners
North Carolina
$699K -$172K -1,162 -19%
VA
414
VestGen Advisors
Illinois
$695K +$57.1K +386 +10%
IWM
415
IHT Wealth Management
Illinois
$691K -$2.22K -15 -0.3%
SWM
416
Spire Wealth Management
Virginia
$689K -$51K -345 -7%
IF
417
Intrua Financial
Texas
$679K -$3.7K -25 -0.5%
MWA
418
Motive Wealth Advisors
Michigan
$677K – – –
HFS
419
Howard Financial Services
Texas
$676K +$1.77K +12 +0.3%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$675K +$1.77K +12 +0.3%
AA
421
Armis Advisers
Georgia
$672K – – –
CPG
422
Cornerstone Planning Group
New Jersey
$671K +$562K +3,797 +825%
BFP
423
Brewster Financial Planning
New York
$671K – – –
EI
424
Ethic Inc
New York
$666K +$310K +2,098 +80%
TC
425
Trilogy Capital
California
$666K -$8.62M -58,269 -93%
15 16
17
18 19