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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
$780K -$273K -1,729 -27%
TSS
427
Two Sigma Securities
New York
$778K +$752K +4,755 New
MFP
428
Meridian Financial Partners
Virginia
$774K +$40.3K +255 +6%
TC
429
Trilogy Capital
California
$770K -$791 -5 -0.1%
BFP
430
Brewster Financial Planning
New York
$766K -$10.3K -65 -1%
BWA
431
Basecamp Wealth Advisors
Washington
$763K – – –
FFG
432
Fiduciary Financial Group
California
$761K +$1.26K +8 +0.2%
FWP
433
Forefront Wealth Partners
Texas
$757K +$308K +1,946 +73%
EL
434
EQ LLC
Washington
$753K -$7.75K -49 -1%
SG
435
StoneX Group
New York
$752K +$745K +4,709 New
AMG
436
APS Management Group
California
$746K +$6.17K +39 +0.9%
SWM
437
Spire Wealth Management
Virginia
$745K -$50.8K -321 -7%
RPGK
438
Retirement Planning Group (Kansas)
Kansas
$743K +$718K +4,543 New
VA
439
VestGen Advisors
Illinois
$735K +$26.6K +168 +4%
S
440
SignatureFD
Georgia
$733K +$6.64K +42 +0.9%
CPG
441
Cornerstone Planning Group
New Jersey
$730K +$31.6K +200 +5%
CPP
442
Capasso Planning Partners
South Carolina
$726K +$1.58K +10 +0.2%
FIA
443
Foundations Investment Advisors
Arizona
$724K +$34.5K +218 +5%
IAA
444
Independent Advisor Alliance
North Carolina
$721K -$2.27M -14,348 -77%
GA
445
Greenspring Advisors
Maryland
$721K -$5.06K -32 -0.7%
MHR
446
Matthew Hamilton Rosenberg
$707K -$9.49K -60 -1%
W
447
WealthCollab
Washington
$706K – – –
AWA
448
Asempa Wealth Advisors
Louisiana
$700K +$158 +1 +0%
BJL
449
Brighton Jones LLC
Washington
$696K +$104K +658 +18%
RWP
450
RWA Wealth Partners
Massachusetts
$694K – – –
16 17
18
19 20