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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
551
Bright Futures Wealth Management
New York
$379K +$57.4K +388 +17%
WETS
552
Wealth Enhancement Trust Services
South Dakota
$379K +$9.76K +66 +3%
FWP
553
Forefront Wealth Partners
Texas
$379K +$396K +2,678 New
EGWAG
554
Elwood & Goetz Wealth Advisory Group
Georgia
$378K +$35.1K +237 +10%
BFG
555
Broussard Financial Group
Louisiana
$377K -$60.4K -408 -13%
AAP
556
Arax Advisory Partners
Colorado
$375K -$1.75M -11,862 -82%
VCM
557
Vivaldi Capital Management
Illinois
$374K – – –
DF
558
Dunhill Financial
United Kingdom
$368K +$332K +2,243 +627%
ODIJL
559
One Day In July LLC
Vermont
$368K +$5.18K +35 +1%
MIA
560
Milestone Investment Advisors
Wisconsin
$367K +$148 +1 +0%
SPWG
561
Syntegra Private Wealth Group
Missouri
$364K -$140K -947 -27%
OPWM
562
Oxinas Partners Wealth Management
Indiana
$364K +$39.4K +266 +12%
SPIO
563
Seven Post Investment Office
California
$358K – – –
WB
564
WesBanco Bank
West Virginia
$354K – – –
SDJVC
565
St. Denis J. Villere & Co
Louisiana
$354K -$74K -500 -17%
PIA
566
Polaris Investment Advisors
Massachusetts
$353K – – –
NRG
567
Nemes Rush Group
Michigan
$352K +$118K +798 +47%
CYG
568
Clean Yield Group
Vermont
$350K +$366K +2,474 New
PCA
569
Pallas Capital Advisors
Massachusetts
$348K -$515K -3,481 -59%
NCM
570
Novare Capital Management
North Carolina
$347K +$81.4K +550 +29%
EWM
571
Elevation Wealth Management
Minnesota
$347K -$1.63K -11 -0.4%
ATC
572
Argent Trust Co
Tennessee
$344K – – –
NWP
573
NerdWallet Wealth Partners
New York
$340K -$34.5K -233 -9%
EWS
574
Evergreen Wealth Solutions
Pennsylvania
$340K +$355K +2,402 New
AWS
575
Aspen Wealth Strategies
Colorado
$339K – – –
21 22
23
24 25