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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
601
Avantax Planning Partners
Iowa
$368K -$474 -3 -0.1%
RW
602
Rede Wealth
Virginia
$368K – – –
MWA
603
Merkkuri Wealth Advisors
New York
$368K -$2.06K -13 -0.6%
BSSFA
604
Baron Silver Stevens Financial Advisors
Florida
$364K +$352K +2,224 New
OPWM
605
Oxinas Partners Wealth Management
Indiana
$363K -$55.5K -351 -14%
5W
606
5T Wealth
California
$362K – – –
NB
607
NBT Bank
New York
$362K -$890K -5,629 -72%
VWWMG
608
Vermillion & White Wealth Management Group
Pennsylvania
$362K – – –
LFG
609
Leverty Financial Group
Wisconsin
$362K +$10.8K +68 +3%
BWP
610
Burling Wealth Partners
Illinois
$360K – – –
RMDI
611
R.M. Davis Inc
Maine
$359K +$47.4K +300 +16%
LFA
612
Level Financial Advisors
New York
$359K – – –
AIM
613
Advyzon Investment Management
Illinois
$350K -$136K -859 -29%
MA
614
MONECO Advisors
Connecticut
$350K -$316 -2 -0.1%
SB
615
Semitam Bonam
New York
$349K -$9.8K -62 -3%
FCA
616
Fortis Capital Advisors
Kansas
$349K -$259K -1,635 -43%
AWA
617
Amplius Wealth Advisors
Pennsylvania
$346K – – –
WPC
618
Wedmont Private Capital
Pennsylvania
$346K +$330K +2,086 New
VPP
619
Vertex Planning Partners
Illinois
$345K – – –
CCFCSB
620
Cape Cod Five Cents Savings Bank
Massachusetts
$344K +$332K +2,102 New
PVI
621
Pine Valley Investments
New Jersey
$341K -$158 -1 -0%
MWA
622
Martel Wealth Advisors
Washington
$340K +$329K +2,080 New
WFAG
623
Worth Financial Advisory Group
North Carolina
$340K +$329K +2,079 New
TFA
624
Transamerica Financial Advisors
Florida
$337K +$138K +875 +74%
GWM
625
Geneos Wealth Management
Colorado
$337K -$3K -19 -0.9%
23 24
25
26 27