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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
576
Pettinga Financial Advisors
Indiana
$338K – – –
PCS
577
Private Client Services
Kentucky
$336K -$296 -2 -0.1%
BTWM
578
Baker Tilly Wealth Management
Wisconsin
$333K – – –
AWM
579
Aureum Wealth Management
Florida
$332K +$32K +216 +10%
PIMG
580
Patriot Investment Management Group
Tennessee
$331K +$113K +767 +49%
DWM
581
DWR Wealth Management
California
$328K +$353K +2,388 New
GWM
582
GK Wealth Management
Nevada
$328K +$353K +2,388 New
WPP
583
Whalerock Point Partners
Rhode Island
$326K – – –
DW30
584
Drucker Wealth 3.0
New Jersey
$326K +$4.88K +33 +1%
WT
585
Whittier Trust
California
$325K – – –
TF
586
Trek Financial
Arizona
$324K -$209K -1,412 -38%
TFM
587
Trademark Financial Management
Minnesota
$324K – – –
CFS
588
CGC Financial Services
Oregon
$324K -$19.7K -133 -5%
NFC
589
Northstar Financial Companies
Pennsylvania
$322K – – –
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$321K – – –
MWA
591
Merkkuri Wealth Advisors
New York
$320K -$5.62K -38 -2%
SPAS
592
Spectrum Planning & Advisory Services
California
$319K -$18.8K -127 -5%
APP
593
Avantax Planning Partners
Iowa
$319K -$592 -4 -0.2%
BA
594
Bellwether Advisors
Nebraska
$318K – – –
RW
595
Rede Wealth
Virginia
$318K – – –
5W
596
5T Wealth
California
$313K -$183K -1,238 -36%
VWWMG
597
Vermillion & White Wealth Management Group
Pennsylvania
$313K – – –
BWP
598
Burling Wealth Partners
Illinois
$311K – – –
SB
599
Semitam Bonam
New York
$311K -$31.5K -213 -9%
LEA
600
Legacy Edge Advisors
New York
$310K -$237K -1,604 -42%
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