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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
601
Simon Quick Advisors
New Jersey
$237K -$99.2K -864 -30%
AAS
602
Annex Advisory Services
Wisconsin
$233K +$574 +5 +0.3%
HCP
603
Holt Capital Partners
Texas
$230K – – –
CCA
604
Criterion Capital Advisors
Tennessee
$230K -$25.5K -222 -10%
ODIJL
605
One Day In July LLC
Vermont
$230K – – –
EI
606
Ethic Inc
New York
$230K -$350K -3,050 -61%
VPP
607
Vertex Planning Partners
Illinois
$229K -$3.1K -27 -1%
AWM
608
Aprio Wealth Management
Georgia
$228K -$23.8K -207 -10%
RWP
609
RWA Wealth Partners
Massachusetts
$227K – – –
WA
610
Waverly Advisors
Alabama
$227K +$459 +4 +0.2%
RIM
611
Redwood Investment Management
Arizona
$226K -$705K -6,134 -76%
NS
612
NBC Securities
Alabama
$226K – – –
MA
613
MJP Associates
Connecticut
$225K +$217K +1,886 New
GCM
614
Gallacher Capital Management
Colorado
$223K – – –
LFG
615
Leverty Financial Group
Wisconsin
$222K -$20K -174 -9%
DW30
616
Drucker Wealth 3.0
New Jersey
$221K +$212K +1,849 New
SW
617
SteelPeak Wealth
California
$221K -$81.8K -712 -28%
TWM
618
Tradition Wealth Management
Minnesota
$219K -$21.4K -186 -9%
KA
619
Klingman & Associates
New York
$218K – – –
EA
620
Everpar Advisors
Oklahoma
$218K +$209K +1,824 New
I
621
INVST
Indiana
$215K -$132K -1,147 -39%
AGP
622
Autumn Glory Partners
Texas
$214K – – –
TPWA
623
Twin Peaks Wealth Advisors
California
$209K -$22.4K -195 -10%
WFA
624
Websterrogers Financial Advisors
South Carolina
$208K +$115 +1 +0.1%
CFS
625
CRA Financial Services
New Jersey
$207K +$200K +1,738 New
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