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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
501
Baker Avenue Asset Management
California
$396K +$6.19K +67 +2%
DWM
502
Destination Wealth Management
California
$395K -$13.9K -151 -4%
TWM
503
Tanager Wealth Management
United Kingdom
$392K – – –
PFM
504
Peak Financial Management
Massachusetts
$391K +$69.3K +751 +23%
HWM
505
Horizons Wealth Management
North Carolina
$390K -$3.97K -43 -1%
FPAS
506
Focus Partners Advisor Solutions
Missouri
$389K -$77.9K -844 -17%
B
507
Bailard
California
$389K – – –
CA
508
CGN Advisors
Kansas
$388K -$66.5K -720 -15%
OLVIG
509
Oliver Lagore Vanvalin Investment Group
Michigan
$388K -$14.1K -153 -4%
VC
510
Veracity Capital
Georgia
$386K -$125K -1,351 -25%
CAM
511
Cresset Asset Management
Illinois
$384K +$62.7K +679 +21%
CWM
512
Castle Wealth Management
Florida
$382K – – –
JIC
513
Johnson Investment Counsel
Ohio
$381K – – –
WC
514
Weil Company
California
$377K -$56.1K -607 -14%
KFS
515
Kelly Financial Services
Massachusetts
$377K -$64.3K -696 -15%
KWM
516
Kingsview Wealth Management
Oregon
$375K -$36.7K -397 -9%
CPCM
517
Cardinal Point Capital Management
Ontario, Canada
$375K – – –
GLLW
518
Graves Light Lenhart Wealth
Virginia
$373K – – –
LA
519
LexAurum Advisors
Kansas
$372K +$8.22K +89 +2%
SC
520
Scotia Capital
Ontario, Canada
$371K – – –
ACI
521
Alpha Cubed Investments
California
$371K -$77K -834 -18%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$369K -$72K -780 -17%
DSN
523
D. Scott Neal
Kentucky
$369K +$350K +3,787 New
KIG
524
Kowal Investment Group
Wisconsin
$366K -$178K -1,930 -34%
MIS
525
Morningstar Investment Services
Illinois
$366K +$351K +3,804 New
19 20
21
22 23