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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
601
Tradition Wealth Management
Minnesota
$232K +$243 +2 +0.1%
NS
602
NBC Securities
Alabama
$231K -$8.14K -67 -4%
LWA
603
Lineweaver Wealth Advisors
Ohio
$231K -$92.2K -759 -29%
ECA
604
Elevation Capital Advisory
Oregon
$231K +$222K +1,830 New
KA
605
Klingman & Associates
New York
$230K – – –
CCA
606
Criterion Capital Advisors
Tennessee
$230K – – –
HCM
607
Hudson Capital Management
New Jersey
$229K -$37.6K -310 -15%
QWP
608
Quotient Wealth Partners
Texas
$229K -$411K -3,387 -65%
WA
609
Waverly Advisors
Alabama
$227K -$12.1K -100 -5%
CFO
610
Callan Family Office
Pennsylvania
$227K +$7.53K +62 +4%
AGP
611
Autumn Glory Partners
Texas
$226K – – –
RIM
612
Redwood Investment Management
Arizona
$225K -$14.2K -117 -6%
GWP
613
Gateway Wealth Partners
Wisconsin
$223K +$215K +1,771 New
CAG
614
Curtis Advisory Group
California
$222K +$214K +1,761 New
HCP
615
Holt Capital Partners
Texas
$221K -$21.9K -180 -9%
CFS
616
CRA Financial Services
New Jersey
$219K – – –
SC
617
Stephens Consulting
Michigan
$219K – – –
HPC
618
Hobart Private Capital
North Carolina
$217K – – –
MAG
619
M3 Advisory Group
Massachusetts
$214K +$121 +1 +0.1%
EP
620
Edgestream Partners
New Jersey
$213K +$205K +1,688 New
BONH
621
Bank of New Hampshire
New Hampshire
$209K – – –
PA
622
Pinnacle Associates
New York
$208K – – –
SWA
623
Sax Wealth Advisors
New Jersey
$207K +$199K +1,639 New
SA
624
Scarborough Advisors
Maryland
$206K +$6.07K +50 +3%
TIM
625
Tortoise Investment Management
New York
$205K +$17K +140 +9%
23 24
25
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