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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
401
Omni 360 Wealth
New Jersey
$733K -$26.2K -177 -3%
AL
402
Aspiriant LLC
California
$728K -$148 -1 -0%
LPAM
403
Lodestar Private Asset Management
California
$722K +$444 +3 +0.1%
NG
404
Navigation Group
California
$720K +$753K +5,090 New
CA
405
Chatterton & Associates
California
$714K +$160K +1,083 +29%
RCA
406
Resonant Capital Advisors
Wisconsin
$714K – – –
GDP
407
Great Diamond Partners
Maine
$713K +$52.7K +356 +8%
TF
408
Theory Financial
Colorado
$705K -$42.6K -288 -5%
AF
409
Advisornet Financial
Minnesota
$702K +$157K +1,064 +27%
EPW
410
Evolve Private Wealth
California
$702K – – –
WP
411
WealthShield Partners
North Carolina
$699K -$172K -1,162 -19%
VA
412
VestGen Advisors
Illinois
$695K +$57.1K +386 +10%
IWM
413
IHT Wealth Management
Illinois
$691K -$2.22K -15 -0.3%
SWM
414
Spire Wealth Management
Virginia
$689K -$51K -345 -7%
IF
415
Intrua Financial
Texas
$679K -$3.7K -25 -0.5%
MWA
416
Motive Wealth Advisors
Michigan
$677K – – –
HFS
417
Howard Financial Services
Texas
$676K +$1.77K +12 +0.3%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$675K +$1.77K +12 +0.3%
AA
419
Armis Advisers
Georgia
$672K – – –
CPG
420
Cornerstone Planning Group
New Jersey
$671K +$562K +3,797 +825%
BFP
421
Brewster Financial Planning
New York
$671K – – –
EI
422
Ethic Inc
New York
$666K +$310K +2,098 +80%
TC
423
Trilogy Capital
California
$666K -$8.62M -58,269 -93%
CAAS
424
Capital Asset Advisory Services
Michigan
$665K -$69.2K -468 -10%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$664K +$3.85K +26 +0.6%
15 16
17
18 19