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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
426
Capital Asset Advisory Services
Michigan
$665K -$69.2K -468 -10%
USCWA
427
U.S. Capital Wealth Advisors
Texas
$664K +$3.85K +26 +0.6%
FA
428
FC Advisory
Pennsylvania
$661K +$5.18K +35 +0.8%
RF
429
Rossby Financial
Florida
$659K +$132K +894 +24%
BWA
430
Basecamp Wealth Advisors
Washington
$659K +$157K +1,060 +29%
EL
431
EQ LLC
Washington
$657K +$70.3K +475 +11%
RIM
432
Ryan Investment Management
Colorado
$656K -$513K -3,470 -43%
FFG
433
Fiduciary Financial Group
California
$656K +$2.81K +19 +0.4%
AMG
434
APS Management Group
California
$639K -$37.6K -254 -5%
MFP
435
Meridian Financial Partners
Virginia
$633K +$14.5K +98 +2%
S
436
SignatureFD
Georgia
$628K +$8.14K +55 +1%
GA
437
Greenspring Advisors
Maryland
$627K – – –
CPP
438
Capasso Planning Partners
South Carolina
$626K -$14.8K -100 -2%
MHR
439
Matthew Hamilton Rosenberg
$619K -$33.9K -229 -5%
VW
440
Veridan Wealth
Oregon
$613K -$13.5K -91 -2%
W
441
WealthCollab
Washington
$610K – – –
CIC
442
Carnegie Investment Counsel
Ohio
$610K +$337K +2,275 +112%
AWA
443
Asempa Wealth Advisors
Louisiana
$609K -$55.6K -376 -8%
RWP
444
RWA Wealth Partners
Massachusetts
$600K – – –
CA
445
Clune & Associates
Illinois
$599K +$627K +4,235 New
FIA
446
Foundations Investment Advisors
Arizona
$595K +$67.3K +455 +12%
OPCM
447
Osborne Partners Capital Management
California
$584K +$7.4K +50 +1%
ACS
448
Archford Capital Strategies
Illinois
$584K – – –
BRWA
449
B. Riley Wealth Advisors
Florida
$581K -$84.2K -569 -12%
OC
450
Oppenheimer & Co
New York
$579K -$11.4K -77 -2%
16 17
18
19 20