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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
476
Quent Capital
New York
$504K -$3.55K -24 -0.7%
CAAM
477
Cornerstone Advisors Asset Management
Pennsylvania
$504K +$1.33K +9 +0.3%
DE
478
Diversified Enterprises
Delaware
$501K -$101K -685 -16%
LW
479
Libra Wealth
California
$501K – – –
ACA
480
Alpha Capital Advisors
Maine
$500K -$18K -122 -3%
DWM
481
Destination Wealth Management
California
$499K -$38.9K -263 -7%
BAAM
482
Baker Avenue Asset Management
California
$498K -$14.8K -100 -3%
PWS
483
Proactive Wealth Strategies
Georgia
$494K +$259K +1,749 +101%
CWM
484
Curtis Wealth Management
Nevada
$492K -$3.25K -22 -0.6%
NF
485
Napier Financial
Massachusetts
$489K +$512K +3,460 New
RWM
486
RKL Wealth Management
Pennsylvania
$486K +$1.18K +8 +0.2%
CG
487
Caprock Group
Idaho
$485K +$20.3K +137 +4%
JMNC
488
J. Mark Nickell & Co
Tennessee
$485K -$370K -2,500 -42%
CAL
489
Capital Analysts LLC
Pennsylvania
$479K +$1.33K +9 +0.3%
CWAI
490
Core Wealth Advisors (Indiana)
Indiana
$476K – – –
LWPC
491
Legacy Wealth Partners (Colorado)
Colorado
$475K -$11.5K -78 -2%
KWA
492
Kingswood Wealth Advisors
California
$475K -$24K -162 -5%
SA
493
Scarborough Advisors
Maryland
$470K +$239K +1,613 +94%
JWM
494
JHP Wealth Management
Colorado
$470K +$8.29K +56 +2%
VWA
495
Visionary Wealth Advisors
Illinois
$470K -$70.3K -475 -13%
TWM
496
Tanager Wealth Management
United Kingdom
$469K +$3.11K +21 +0.6%
NAS
497
NWF Advisory Services
California
$467K – – –
GWP
498
Gen-Wealth Partners
Michigan
$465K +$16.6K +112 +4%
MG
499
Mather Group
Illinois
$465K +$31.1K +210 +7%
CI
500
CX Institutional
Indiana
$464K – – –
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20
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