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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
576
Consolidated Portfolio Review Corp
New York
$292K – – –
SPIO
577
Seven Post Investment Office
California
$291K – – –
PFA
578
Professional Financial Advisors
Nebraska
$289K -$19.7K -180 -7%
PCS
579
Private Client Services
Kentucky
$285K +$657 +6 +0.2%
AWM
580
Atticus Wealth Management
Florida
$285K – – –
MWM
581
MBE Wealth Management
Wisconsin
$284K – – –
PP
582
PDS Planning
Ohio
$284K -$24.5K -224 -8%
PCH
583
PGIM Custom Harvest
New Jersey
$282K +$24.8K +226 +10%
FMN
584
Financial Management Network
California
$281K +$986 +9 +0.4%
JFG
585
Jefferies Financial Group
New York
$278K -$79.4K -725 -23%
SFG
586
Sage Financial Group
Pennsylvania
$276K -$11K -100 -4%
BWM
587
BKM Wealth Management
Wisconsin
$275K – – –
EFS
588
Essex Financial Services
Connecticut
$274K -$74.8K -683 -22%
LFA
589
LGT Financial Advisors
Texas
$273K -$22.1K -202 -8%
BJL
590
Brighton Jones LLC
Washington
$272K -$18.5K -169 -7%
AWS
591
Aspen Wealth Strategies
Colorado
$270K +$13.6K +124 +6%
SFC
592
Strategic Financial Concepts
Texas
$269K +$20.7K +189 +9%
AO
593
Advisor OS
Illinois
$269K +$15.7K +143 +7%
RW
594
Rede Wealth
Virginia
$269K -$1.53K -14 -0.6%
WPP
595
Whalerock Point Partners
Rhode Island
$265K -$20.5K -187 -8%
SFS
596
Security Financial Services
Indiana
$262K -$56.4K -515 -18%
WT
597
Whittier Trust
California
$260K +$29K +265 +13%
TFM
598
Trademark Financial Management
Minnesota
$259K -$2.63K -24 -1%
SPP
599
Single Point Partners
Massachusetts
$258K +$11.4K +104 +5%
OC
600
Oppenheimer & Co
New York
$256K +$244K +2,223 New
22 23
24
25 26