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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
576
NerdWallet Wealth Partners
New York
$340K -$34.5K -233 -9%
EWS
577
Evergreen Wealth Solutions
Pennsylvania
$340K +$355K +2,402 New
AWS
578
Aspen Wealth Strategies
Colorado
$339K – – –
PFA
579
Pettinga Financial Advisors
Indiana
$338K – – –
PCS
580
Private Client Services
Kentucky
$336K -$296 -2 -0.1%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$333K – – –
AWM
582
Aureum Wealth Management
Florida
$332K +$32K +216 +10%
PIMG
583
Patriot Investment Management Group
Tennessee
$331K +$113K +767 +49%
DWM
584
DWR Wealth Management
California
$328K +$353K +2,388 New
GWM
585
GK Wealth Management
Nevada
$328K +$353K +2,388 New
WPP
586
Whalerock Point Partners
Rhode Island
$326K – – –
DW30
587
Drucker Wealth 3.0
New Jersey
$326K +$4.88K +33 +1%
WT
588
Whittier Trust
California
$325K – – –
TF
589
Trek Financial
Arizona
$324K -$209K -1,412 -38%
TFM
590
Trademark Financial Management
Minnesota
$324K – – –
CFS
591
CGC Financial Services
Oregon
$324K -$19.7K -133 -5%
NFC
592
Northstar Financial Companies
Pennsylvania
$322K – – –
SVWAG
593
Sound View Wealth Advisors Group
Georgia
$321K – – –
MWA
594
Merkkuri Wealth Advisors
New York
$320K -$5.62K -38 -2%
SPAS
595
Spectrum Planning & Advisory Services
California
$319K -$18.8K -127 -5%
APP
596
Avantax Planning Partners
Iowa
$319K -$592 -4 -0.2%
BA
597
Bellwether Advisors
Nebraska
$318K – – –
RW
598
Rede Wealth
Virginia
$318K – – –
5W
599
5T Wealth
California
$313K -$183K -1,238 -36%
VWWMG
600
Vermillion & White Wealth Management Group
Pennsylvania
$313K – – –
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