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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
476
Valley National Advisers
Pennsylvania
$555K +$551K +3,729 New
ACA
477
Alpha Capital Advisors
Maine
$554K +$541K +3,660 New
TF
478
Trek Financial
Arizona
$552K +$2.96K +20 +0.5%
EC
479
Estate Counselors
Wisconsin
$551K – – –
FGAM
480
Financial Gravity Asset Management
Texas
$550K -$152K -1,029 -22%
PFM
481
Peak Financial Management
Massachusetts
$549K -$10.6K -72 -2%
MFG
482
Magnus Financial Group
New York
$545K -$10.5K -71 -2%
CB
483
Commerce Bank
Missouri
$543K -$7.39K -50 -1%
RFP
484
Root Financial Partners
California
$541K – – –
BAAM
485
Baker Avenue Asset Management
California
$540K +$19.2K +130 +4%
BWA
486
Basecamp Wealth Advisors
Washington
$536K +$532K +3,600 New
QC
487
Quent Capital
New York
$535K -$51.3K -347 -9%
QLSGSCF
488
Quent Long Short Global Small Cap Fund
New York
$535K +$531K +3,589 New
GWP
489
Gateway Wealth Partners
Wisconsin
$534K +$214K +1,445 +67%
CAAM
490
Cornerstone Advisors Asset Management
Pennsylvania
$529K +$1.63K +11 +0.3%
CWM
491
Curtis Wealth Management
Nevada
$529K +$517K +3,498 New
LW
492
Libra Wealth
California
$528K – – –
SPWG
493
Syntegra Private Wealth Group
Missouri
$525K -$62.5K -423 -11%
KWA
494
Kingswood Wealth Advisors
California
$524K -$1.8M -12,201 -78%
GC
495
Grimes & Company
Massachusetts
$524K -$2.81K -19 -0.5%
HFO
496
Heritage Family Offices
Arizona
$518K -$153K -1,034 -23%
5W
497
5T Wealth
California
$514K -$7.39K -50 -1%
LWPC
498
Legacy Wealth Partners (Colorado)
Colorado
$512K +$508K +3,435 New
RWM
499
RKL Wealth Management
Pennsylvania
$511K +$1.63K +11 +0.3%
VR
500
Vision Retirement
New Jersey
$507K +$503K +3,403 New
18 19
20
21 22