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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
501
Graves Light Lenhart Wealth
Virginia
$361K – – –
KWM
502
Kingsview Wealth Management
Oregon
$359K -$2.35K -24 -0.6%
ACI
503
Alpha Cubed Investments
California
$358K – – –
DSN
504
D. Scott Neal
Kentucky
$357K – – –
HPC
505
Hobart Private Capital
North Carolina
$356K -$137K -1,401 -27%
RPG
506
Resource Planning Group
Georgia
$352K +$89.6K +915 +32%
PAI
507
Pittenger & Anderson Inc
Nebraska
$348K -$67.1K -685 -16%
PW
508
Peninsula Wealth
California
$347K +$1.57K +16 +0.4%
CPCM
509
Cardinal Point Capital Management
Ontario, Canada
$346K -$17.6K -180 -5%
CW
510
Cook Wealth
North Carolina
$343K +$166K +1,691 +80%
LGWM
511
Litman Gregory Wealth Management
California
$341K – – –
BFG
512
Beacon Financial Group
Texas
$340K -$143K -1,463 -17%
GC
513
Grimes & Company
Massachusetts
$338K -$3.62K -37 -1%
AWM
514
Aprio Wealth Management
Georgia
$334K +$138K +1,404 +65%
HTC
515
Haverford Trust Company
Pennsylvania
$327K +$341K +3,486 New
ECM
516
Evergreen Capital Management
Washington
$327K -$22K -225 -6%
LFA
517
LGT Financial Advisors
Texas
$325K -$431K -4,404 -56%
PG
518
Prostatis Group
Maryland
$322K -$10.8K -110 -3%
CAMG
519
CWA Asset Management Group
Florida
$319K – – –
OPWM
520
Oxinas Partners Wealth Management
Indiana
$318K +$22K +225 +7%
WFC
521
Western Financial Corp
California
$314K -$169K -1,727 -34%
MSWMA
522
Market Street Wealth Management Advisors
Indiana
$313K -$82.4K -841 -20%
S
523
SignatureFD
Georgia
$313K +$60K +613 +23%
CG
524
Caprock Group
Idaho
$310K – – –
SHIM
525
Stone House Investment Management
Pennsylvania
$310K -$8.42M -85,952 -96%
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