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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
501
Napier Financial
Massachusetts
$566K – – –
PF
502
Prosperitas Financial
California
$560K +$87.1K +551 +19%
CWM
503
Curtis Wealth Management
Nevada
$559K -$9.8K -62 -2%
CB
504
Chris Bulman
California
$555K +$536K +3,393 New
BAAM
505
Baker Avenue Asset Management
California
$554K -$21.7K -137 -4%
CG
506
Caprock Group
Idaho
$554K -$7.12K -45 -1%
CWAI
507
Core Wealth Advisors (Indiana)
Indiana
$551K – – –
LWPC
508
Legacy Wealth Partners (Colorado)
Colorado
$549K – – –
MG
509
Mather Group
Illinois
$547K +$8.38K +53 +2%
KWA
510
Kingswood Wealth Advisors
California
$546K -$2.69K -17 -0.5%
JWM
511
JHP Wealth Management
Colorado
$545K +$1.58K +10 +0.3%
JIC
512
Johnson Investment Counsel
Ohio
$544K +$85.4K +540 +19%
TWM
513
Tanager Wealth Management
United Kingdom
$543K – – –
RWM
514
RKL Wealth Management
Pennsylvania
$541K -$21.3K -135 -4%
VWA
515
Visionary Wealth Advisors
Illinois
$540K -$3.64K -23 -0.7%
CI
516
CX Institutional
Indiana
$537K – – –
EWA
517
Emergent Wealth Advisors
New York
$536K -$54.7K -346 -10%
SYBT
518
Stock Yards Bank & Trust
Kentucky
$533K – – –
JMNC
519
J. Mark Nickell & Co
Tennessee
$531K -$28.6K -181 -5%
T
520
Tableaux
Massachusetts
$529K – – –
RA
521
Range Advisory
Virginia
$528K +$105K +664 +26%
GFWA
522
Grey Fox Wealth Advisors
Delaware
$527K – – –
KIM
523
Kestra Investment Management
Texas
$523K +$505K +3,193 New
PP
524
PDS Planning
Ohio
$521K +$11.7K +74 +2%
MMHP
525
Murphy Middleton Hinkle & Parker
Georgia
$521K – – –
19 20
21
22 23