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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
576
Valtinson Bruner Financial Planning
Minnesota
$327K +$881 +9 +0.3%
APC
577
Aspire Private Capital
North Carolina
$322K +$8.52K +87 +3%
EFS
578
Essex Financial Services
Connecticut
$321K +$294 +3 +0.1%
CCM
579
Crabel Capital Management
California
$320K +$299K +3,048 New
HTC
580
Haverford Trust Company
Pennsylvania
$318K -$44.9K -458 -13%
BFG
581
Buttonwood Financial Group
Missouri
$310K -$12.8K -131 -4%
CA
582
CGN Advisors
Kansas
$308K -$258K -2,633 -47%
AWA
583
Arkadios Wealth Advisors
Georgia
$305K +$57.2K +584 +25%
LFAS
584
Level Four Advisory Services
Texas
$303K -$37.9K -387 -12%
FNB
585
Farmers National Bank
Kentucky
$303K +$282K +2,884 New
JF
586
JSF Financial
California
$300K +$28.5K +291 +11%
MCIA
587
Mountain Capital Investment Advisors
Colorado
$296K +$28.5K +291 +11%
FPCP
588
Fort Point Capital Partners
California
$293K +$64.4K +658 +31%
SFS
589
Security Financial Services
Indiana
$293K -$22.7K -232 -8%
CAS
590
Coppell Advisory Solutions
Texas
$291K +$270K +2,760 +17,250%
CF
591
Centaurus Financial
California
$291K -$17.7K -181 -6%
NAS
592
NWF Advisory Services
California
$289K – – –
VCM
593
Vivaldi Capital Management
Illinois
$288K – – –
ST
594
Smithfield Trust
Pennsylvania
$287K – – –
VC
595
Veracity Capital
Georgia
$284K -$25.4K -259 -9%
VWWMG
596
Vermillion & White Wealth Management Group
Pennsylvania
$283K +$265K +2,702 New
PP
597
PDS Planning
Ohio
$283K +$5.58K +57 +2%
PFA
598
Professional Financial Advisors
Nebraska
$283K +$8.23K +84 +3%
PIMG
599
Patriot Investment Management Group
Tennessee
$280K +$392 +4 +0.1%
WSTAM
600
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$256K +2,612 New
22 23
24
25 26