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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
476
Atomi Financial Group
New York
$493K +$470K +4,287 New
AWMNH
477
Arcadia Wealth Management (New Hampshire)
New Hampshire
$492K +$1.64K +15 +0.4%
OPCM
478
Osborne Partners Capital Management
California
$487K -$43.8K -400 -9%
USCWA
479
U.S. Capital Wealth Advisors
Texas
$485K -$115K -1,047 -20%
HWA
480
Hilltop Wealth Advisors
North Carolina
$480K -$39K -356 -8%
IWM
481
IHT Wealth Management
Illinois
$479K -$183K -1,669 -29%
BAAM
482
Baker Avenue Asset Management
California
$477K -$5.81K -53 -1%
SPWG
483
Syntegra Private Wealth Group
Missouri
$475K -$94.2K -860 -17%
RWM
484
RKL Wealth Management
Pennsylvania
$473K -$21K -192 -4%
C
485
CEDRUS
Colorado
$471K -$8.22K -75 -2%
SAS
486
Sage Advisory Services
Texas
$466K +$657 +6 +0.1%
VWA
487
Visionary Wealth Advisors
Illinois
$466K -$2.08K -19 -0.5%
CAM
488
Cresset Asset Management
Illinois
$464K +$19.7K +180 +5%
TF
489
Trek Financial
Arizona
$463K -$3.11M -28,381 -88%
CB
490
Commerce Bank
Missouri
$462K -$151K -1,378 -26%
B
491
Bailard
California
$459K – – –
EWA
492
EverSource Wealth Advisors
Alabama
$452K -$272K -2,483 -38%
FFA
493
Founders Financial Alliance
North Carolina
$451K +$156K +1,423 +57%
SC
494
Scotia Capital
Ontario, Canada
$442K – – –
LF
495
Lantz Financial
Illinois
$440K -$1.64M -14,943 -80%
QWM
496
Quadcap Wealth Management
Texas
$438K -$136K -1,241 -25%
ACI
497
Alpha Cubed Investments
California
$438K – – –
DSN
498
D. Scott Neal
Kentucky
$435K – – –
PFM
499
Peak Financial Management
Massachusetts
$432K +$6.14K +56 +2%
BAM
500
Belpointe Asset Management
Nevada
$431K -$174K -1,586 -30%
18 19
20
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