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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
426
Meridian Financial Partners
Virginia
$774K +$40.3K +255 +6%
TC
427
Trilogy Capital
California
$770K -$791 -5 -0.1%
BFP
428
Brewster Financial Planning
New York
$766K -$10.3K -65 -1%
BWA
429
Basecamp Wealth Advisors
Washington
$763K – – –
FFG
430
Fiduciary Financial Group
California
$761K +$1.26K +8 +0.2%
FWP
431
Forefront Wealth Partners
Texas
$757K +$308K +1,946 +73%
EL
432
EQ LLC
Washington
$753K -$7.75K -49 -1%
SG
433
StoneX Group
New York
$752K +$745K +4,709 New
AMG
434
APS Management Group
California
$746K +$6.17K +39 +0.9%
SWM
435
Spire Wealth Management
Virginia
$745K -$50.8K -321 -7%
RPGK
436
Retirement Planning Group (Kansas)
Kansas
$743K +$718K +4,543 New
VA
437
VestGen Advisors
Illinois
$735K +$26.6K +168 +4%
S
438
SignatureFD
Georgia
$733K +$6.64K +42 +0.9%
CPG
439
Cornerstone Planning Group
New Jersey
$730K +$31.6K +200 +5%
CPP
440
Capasso Planning Partners
South Carolina
$726K +$1.58K +10 +0.2%
FIA
441
Foundations Investment Advisors
Arizona
$724K +$34.5K +218 +5%
IAA
442
Independent Advisor Alliance
North Carolina
$721K -$2.27M -14,348 -77%
GA
443
Greenspring Advisors
Maryland
$721K -$5.06K -32 -0.7%
MHR
444
Matthew Hamilton Rosenberg
$707K -$9.49K -60 -1%
W
445
WealthCollab
Washington
$706K – – –
AWA
446
Asempa Wealth Advisors
Louisiana
$700K +$158 +1 +0%
BJL
447
Brighton Jones LLC
Washington
$696K +$104K +658 +18%
RWP
448
RWA Wealth Partners
Massachusetts
$694K – – –
CA
449
Clune & Associates
Illinois
$693K – – –
WP
450
WealthShield Partners
North Carolina
$693K -$112K -711 -14%
16 17
18
19 20