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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Curtis Wealth Management
Nevada
$559K -$9.8K -62 -2%
CB
502
Chris Bulman
California
$555K +$536K +3,393 New
BAAM
503
Baker Avenue Asset Management
California
$554K -$21.7K -137 -4%
CG
504
Caprock Group
Idaho
$554K -$7.12K -45 -1%
CWAI
505
Core Wealth Advisors (Indiana)
Indiana
$551K – – –
LWPC
506
Legacy Wealth Partners (Colorado)
Colorado
$549K – – –
MG
507
Mather Group
Illinois
$547K +$8.38K +53 +2%
KWA
508
Kingswood Wealth Advisors
California
$546K -$2.69K -17 -0.5%
JWM
509
JHP Wealth Management
Colorado
$545K +$1.58K +10 +0.3%
JIC
510
Johnson Investment Counsel
Ohio
$544K +$85.4K +540 +19%
TWM
511
Tanager Wealth Management
United Kingdom
$543K – – –
RWM
512
RKL Wealth Management
Pennsylvania
$541K -$21.3K -135 -4%
VWA
513
Visionary Wealth Advisors
Illinois
$540K -$3.64K -23 -0.7%
CI
514
CX Institutional
Indiana
$537K – – –
EWA
515
Emergent Wealth Advisors
New York
$536K -$54.7K -346 -10%
SYBT
516
Stock Yards Bank & Trust
Kentucky
$533K – – –
JMNC
517
J. Mark Nickell & Co
Tennessee
$531K -$28.6K -181 -5%
T
518
Tableaux
Massachusetts
$529K – – –
GFWA
519
Grey Fox Wealth Advisors
Delaware
$527K – – –
KIM
520
Kestra Investment Management
Texas
$523K +$505K +3,193 New
PP
521
PDS Planning
Ohio
$521K +$11.7K +74 +2%
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$521K – – –
ST
523
Smithfield Trust
Pennsylvania
$516K – – –
PWS
524
Precision Wealth Strategies
Missouri
$515K -$10.6K -67 -2%
AF
525
ASL Financial
California
$513K – – –
19 20
21
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