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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
551
Lineweaver Wealth Advisors
Ohio
$309K -$10.4M -90,391 -97%
CPRC
552
Consolidated Portfolio Review Corp
New York
$307K +$3.33K +29 +1%
AO
553
Advisor OS
Illinois
$306K +$26.1K +227 +10%
APP
554
Avantax Planning Partners
Iowa
$304K -$5.05K -44 -2%
FMN
555
Financial Management Network
California
$303K +$689 +6 +0.2%
SPIO
556
Seven Post Investment Office
California
$302K – – –
HKIMG
557
Hutchens & Kramer Investment Management Group
Indiana
$302K -$16.9K -147 -6%
BJL
558
Brighton Jones LLC
Washington
$299K +$16.8K +146 +6%
BFG
559
Buttonwood Financial Group
Missouri
$299K -$47.7K -415 -14%
WPW
560
Waldron Private Wealth
Pennsylvania
$298K -$11.6K -101 -4%
PCS
561
Private Client Services
Kentucky
$295K -$804 -7 -0.3%
MWM
562
MBE Wealth Management
Wisconsin
$295K – – –
PP
563
PDS Planning
Ohio
$294K -$1.15K -10 -0.4%
CAG
564
Csenge Advisory Group
Florida
$289K -$1.79M -15,579 -87%
AWS
565
Aspen Wealth Strategies
Colorado
$287K – – –
BWM
566
BKM Wealth Management
Wisconsin
$285K – – –
BFA
567
Beacon Financial Advisory
Ohio
$285K +$74.1K +645 +37%
CF
568
Centaurus Financial
California
$284K -$63.9K -556 -19%
CAS
569
Coppell Advisory Solutions
Texas
$283K +$273K +2,373 New
SPP
570
Single Point Partners
Massachusetts
$282K +$13.1K +114 +5%
VWM
571
Venturi Wealth Management
Texas
$281K -$23K -200 -8%
MHS
572
M Holdings Securities
Oregon
$281K +$270K +2,353 New
SFC
573
Strategic Financial Concepts
Texas
$280K +$345 +3 +0.1%
RW
574
Rede Wealth
Virginia
$279K – – –
HWM
575
Horizons Wealth Management
North Carolina
$279K -$164K -1,427 -38%
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23
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