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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
501
Level Financial Advisors
New York
$475K +$588 +6 +0.1%
UFA
502
US Financial Advisors
Massachusetts
$471K -$12.2K -125 -3%
BONH
503
Bank of New Hampshire
New Hampshire
$464K -$259K -2,645 -37%
XF
504
XML Financial
Maryland
$458K -$37.4K -382 -8%
HFS
505
Howard Financial Services
Texas
$458K +$6.27K +64 +1%
JIC
506
Johnson Investment Counsel
Ohio
$457K +$44.2K +451 +12%
BFA
507
Beacon Financial Advisory
Ohio
$454K -$30.8K -314 -7%
BHPW
508
Beverly Hills Private Wealth
California
$453K -$43.9K -448 -9%
W
509
WealthCollab
Washington
$452K +$422K +4,311 New
RWM
510
RKL Wealth Management
Pennsylvania
$452K +$1.18K +12 +0.3%
TWM
511
Tanager Wealth Management
United Kingdom
$451K – – –
D
512
Dentgroup
Louisiana
$451K -$845K -8,629 -67%
ACM
513
Absolute Capital Management
Pennsylvania
$448K +$24.8K +253 +6%
AFG
514
ABLE Financial Group
Arizona
$448K -$7.44K -76 -2%
AWMNH
515
Arcadia Wealth Management (New Hampshire)
New Hampshire
$447K +$3.04K +31 +0.7%
AWM
516
Alterna Wealth Management
Texas
$446K -$29.7K -303 -7%
BAAM
517
Baker Avenue Asset Management
California
$441K +$12.2K +125 +3%
C
518
CEDRUS
Colorado
$438K -$16.9K -173 -4%
LLWM
519
Life Line Wealth Management
California
$431K +$403K +4,112 New
VWA
520
Visionary Wealth Advisors
Illinois
$427K -$62.2K -635 -13%
SAS
521
Sage Advisory Services
Texas
$425K – – –
B
522
Bailard
California
$419K – – –
CWM
523
Castle Wealth Management
Florida
$411K – – –
CWM
524
Centurion Wealth Management
Virginia
$406K +$110K +1,125 +41%
LEA
525
Legacy Edge Advisors
New York
$406K +$379K +3,865 New
19 20
21
22 23