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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
576
Osborne Partners Capital Management
California
$269K -$3.41K -40 -1%
PCS
577
Personal CFO Solutions
New Jersey
$267K -$2.99K -35 -1%
TIM
578
Tortoise Investment Management
New York
$263K – – –
AWA
579
Arkadios Wealth Advisors
Georgia
$262K -$32.8K -385 -11%
PPW
580
Presilium Private Wealth
Pennsylvania
$255K +$257K +3,014 New
APWA
581
Atlas Private Wealth Advisors
New Jersey
$255K +$1.45K +17 +0.6%
LF
582
Lee Financial
Texas
$254K +$256K +3,000 New
MWM
583
Modera Wealth Management
New Jersey
$254K +$256K +3,000 New
BSW
584
Buckingham Strategic Wealth
Missouri
$250K +$21K +246 +9%
WFAG
585
Worth Financial Advisory Group
North Carolina
$250K +$252K +2,950 New
TFS
586
TrustCore Financial Services
Tennessee
$250K -$4.95K -58 -2%
OC
587
Oppenheimer & Co
New York
$250K – – –
TFS
588
Thoroughbred Financial Services
Tennessee
$249K +$171 +2 +0.1%
FCA
589
Fortis Capital Advisors
Kansas
$247K +$248K +2,909 New
LWM
590
Laidlaw Wealth Management
New York
$240K – – –
MSFS
591
Main Street Financial Solutions
Pennsylvania
$240K +$241K +2,829 New
1WA
592
180 Wealth Advisors
Washington
$240K -$92K -1,079 -29%
NFSG
593
Newbridge Financial Services Group
Florida
$237K +$768 +9 +0.3%
VFIC
594
Valley Forge Investment Consultants
Pennsylvania
$236K – – –
FMN
595
Financial Management Network
California
$235K +$236K +2,766 New
JF
596
JSF Financial
California
$233K +$11.2K +131 +5%
AA
597
Advisory Alpha
Michigan
$231K +$232K +2,722 New
DFA
598
DHK Financial Advisors
New Hampshire
$230K – – –
BCMO
599
Buckingham Capital Management (Ohio)
Ohio
$229K -$114K -1,341 -33%
VCM
600
Vivaldi Capital Management
Illinois
$227K – – –
22 23
24
25 26