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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
476
Traveka Wealth
California
$480K +$483K +3,727 New
RWM
477
RKL Wealth Management
Pennsylvania
$478K +$1.43K +11 +0.3%
T
478
Tableaux
Massachusetts
$478K +$480K +3,708 New
MWM
479
Maripau Wealth Management
Indiana
$474K +$477K +3,682 New
MG
480
Mather Group
Illinois
$473K +$777 +6 +0.2%
MWM
481
Merriman Wealth Management
Washington
$473K +$476K +3,671 New
TB
482
Treynor Bancshares
Iowa
$472K +$1.43K +11 +0.3%
AF
483
Advisornet Financial
Minnesota
$464K -$2.36M -18,246 -84%
GC
484
Grimes & Company
Massachusetts
$463K -$518 -4 -0.1%
CG
485
Caprock Group
Idaho
$463K +$4.28K +33 +0.9%
LIA
486
LifePlan Investment Advisors
North Carolina
$459K +$82.1K +634 +22%
TWM
487
Tanager Wealth Management
United Kingdom
$456K -$97.8K -755 -18%
CWM
488
Cornerstone Wealth Management
Missouri
$455K -$80.6K -622 -15%
PAI
489
Pittenger & Anderson Inc
Nebraska
$453K -$7.77K -60 -2%
AAS
490
Ameritas Advisory Services
Nebraska
$453K -$137K -1,061 -23%
CAAM
491
Cornerstone Advisors Asset Management
Pennsylvania
$453K +$1.43K +11 +0.3%
UFA
492
US Financial Advisors
Massachusetts
$452K -$27.2K -210 -6%
CFG
493
Citizens Financial Group
Rhode Island
$450K +$36.5K +282 +9%
GLLW
494
Graves Light Lenhart Wealth
Virginia
$450K – – –
JFG
495
Jefferies Financial Group
New York
$447K -$17.2K -133 -4%
SAM
496
Sherman Asset Management
California
$446K +$449K +3,466 New
WSFS
497
Wilmington Savings Fund Society
Delaware
$443K -$5.05K -39 -1%
SPC
498
Sigma Planning Corp
Michigan
$443K +$5.31K +41 +1%
WHCI
499
W.H. Cornerstone Investments
Massachusetts
$438K +$1.04K +8 +0.2%
SAI
500
Savvy Advisors Inc
New York
$435K -$443K -3,422 -50%
18 19
20
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