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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
551
Whittier Trust
California
$290K – – –
SA
552
SL Advisors
New Jersey
$289K +$1.5K +17 +0.5%
ICG
553
InterOcean Capital Group
Tennessee
$288K +$282K +3,189 New
MMHP
554
Murphy Middleton Hinkle & Parker
Georgia
$288K +$282K +3,184 New
VBFP
555
Valtinson Bruner Financial Planning
Minnesota
$283K -$16.4K -186 -6%
LL
556
LWMG LLC
Minnesota
$283K -$347K -3,929 -56%
VT
557
Vise Technologies
New York
$280K +$274K +3,101 New
TIM
558
Tortoise Investment Management
New York
$280K – – –
GFA
559
Gallagher Fiduciary Advisors
Illinois
$280K +$274K +3,100 New
PPW
560
Presilium Private Wealth
Pennsylvania
$278K +$5.48K +62 +2%
MA
561
MONECO Advisors
Connecticut
$276K -$40.7K -460 -13%
NAS
562
NWF Advisory Services
California
$276K +$250K +2,830 New
TA
563
TrueWealth Advisors
Alabama
$274K -$506K -5,718 -65%
APWA
564
Atlas Private Wealth Advisors
New Jersey
$273K +$884 +10 +0.3%
LF
565
Lee Financial
Texas
$271K – – –
MWM
566
Modera Wealth Management
New Jersey
$271K – – –
WFAG
567
Worth Financial Advisory Group
North Carolina
$267K – – –
TFS
568
Thoroughbred Financial Services
Tennessee
$266K +$265 +3 +0.1%
ACP
569
Aveo Capital Partners
Colorado
$262K -$330K -3,733 -56%
WP
570
WealthSpring Partners
California
$262K -$204K -2,308 -44%
AA
571
Advisory Alpha
Michigan
$261K +$14.1K +159 +6%
TSS
572
Two Sigma Securities
New York
$259K -$43.9K -496 -15%
EWS
573
Evergreen Wealth Solutions
Pennsylvania
$256K +$251K +2,835 New
JSL
574
JT Stratford LLC
Georgia
$256K -$484K -5,470 -66%
NFSG
575
Newbridge Financial Services Group
Florida
$253K +$442 +5 +0.2%
21 22
23
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