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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Certus Wealth Management
California
$601K -$6.24K -50 -1%
BAM
427
Belpointe Asset Management
Nevada
$600K -$146K -1,170 -21%
LFA
428
Level Financial Advisors
New York
$600K – – –
TW
429
Traveka Wealth
California
$594K +$163K +1,303 +42%
MFP
430
Meridian Financial Partners
Virginia
$588K +$79.6K +638 +17%
LOIP
431
Live Oak Investment Partners
Texas
$587K -$212K -1,699 -28%
AWMNH
432
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K +$1.37K +11 +0.3%
MWM
433
MBE Wealth Management
Wisconsin
$584K +$23.6K +189 +5%
W
434
WealthCollab
Washington
$583K – – –
DE
435
Diversified Enterprises
Delaware
$581K -$133K -1,062 -20%
MT
436
Midwest Trust
Kansas
$581K +$536K +4,294 New
S
437
SignatureFD
Georgia
$578K -$15K -120 -3%
AA
438
Ancora Advisors
Ohio
$575K +$125 +1 +0%
FIA
439
Foundations Investment Advisors
Arizona
$567K -$28.8K -231 -5%
USCWA
440
U.S. Capital Wealth Advisors
Texas
$564K -$90.8K -727 -15%
EWA
441
Emergent Wealth Advisors
New York
$563K +$20.7K +166 +4%
ACS
442
Archford Capital Strategies
Illinois
$559K -$4K -32 -0.8%
CFIA
443
Cantor Fitzgerald Investment Advisors
New York
$554K -$14.9K -119 -3%
VT
444
Vise Technologies
New York
$547K +$505K +4,042 New
QC
445
Quent Capital
New York
$544K -$46.9K -376 -9%
SFG
446
Sovereign Financial Group
Connecticut
$544K -$120K -962 -19%
TWM
447
Tanager Wealth Management
United Kingdom
$542K – – –
BJL
448
Brighton Jones LLC
Washington
$539K +$107K +859 +27%
CB
449
Commerce Bank
Missouri
$536K -$6.87K -55 -1%
JIC
450
Johnson Investment Counsel
Ohio
$535K – – –
16 17
18
19 20