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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
551
Signature Estate & Investment Advisors
California
$389K +$1.04K +7 +0.3%
CFG
552
Citizens Financial Group
Rhode Island
$383K -$13K -88 -3%
BFWM
553
Bright Futures Wealth Management
New York
$379K +$57.4K +388 +17%
WETS
554
Wealth Enhancement Trust Services
South Dakota
$379K +$9.76K +66 +3%
FWP
555
Forefront Wealth Partners
Texas
$379K +$396K +2,678 New
EGWAG
556
Elwood & Goetz Wealth Advisory Group
Georgia
$378K +$35.1K +237 +10%
BFG
557
Broussard Financial Group
Louisiana
$377K -$60.4K -408 -13%
AAP
558
Arax Advisory Partners
Colorado
$375K -$1.75M -11,862 -82%
VCM
559
Vivaldi Capital Management
Illinois
$374K – – –
DF
560
Dunhill Financial
United Kingdom
$368K +$332K +2,243 +627%
ODIJL
561
One Day In July LLC
Vermont
$368K +$5.18K +35 +1%
MIA
562
Milestone Investment Advisors
Wisconsin
$367K +$148 +1 +0%
SPWG
563
Syntegra Private Wealth Group
Missouri
$364K -$140K -947 -27%
OPWM
564
Oxinas Partners Wealth Management
Indiana
$364K +$39.4K +266 +12%
RA
565
Range Advisory
Virginia
$362K -$2.81K -19 -0.7%
SPIO
566
Seven Post Investment Office
California
$358K – – –
WB
567
WesBanco Bank
West Virginia
$354K – – –
SDJVC
568
St. Denis J. Villere & Co
Louisiana
$354K -$74K -500 -17%
PIA
569
Polaris Investment Advisors
Massachusetts
$353K – – –
NRG
570
Nemes Rush Group
Michigan
$352K +$118K +798 +47%
CYG
571
Clean Yield Group
Vermont
$350K +$366K +2,474 New
PCA
572
Pallas Capital Advisors
Massachusetts
$348K -$515K -3,481 -59%
NCM
573
Novare Capital Management
North Carolina
$347K +$81.4K +550 +29%
EWM
574
Elevation Wealth Management
Minnesota
$347K -$1.63K -11 -0.4%
ATC
575
Argent Trust Co
Tennessee
$344K – – –
21 22
23
24 25