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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
601
North Star Asset Management
Wisconsin
$266K – – –
SWA
602
Sax Wealth Advisors
New Jersey
$262K +$241K +1,933 New
JFG
603
Jefferies Financial Group
New York
$261K -$57.9K -464 -19%
ODIJL
604
One Day In July LLC
Vermont
$261K – – –
VPP
605
Vertex Planning Partners
Illinois
$260K +$874 +7 +0.4%
CWM
606
Chesapeake Wealth Management
Virginia
$259K +$239K +1,915 New
EI
607
Ethic Inc
New York
$259K – – –
BWM
608
BKM Wealth Management
Wisconsin
$257K – – –
BDF
609
Black Diamond Financial
Maryland
$256K +$236K +1,893 New
DW30
610
Drucker Wealth 3.0
New Jersey
$253K -$38.2K -306 -14%
GCM
611
Gallacher Capital Management
Colorado
$252K – – –
AA
612
ArborFi Advisors
Michigan
$252K +$2.75K +22 +1%
TIM
613
Tortoise Investment Management
New York
$252K +$19.6K +157 +9%
HTC
614
Haverford Trust Company
Pennsylvania
$251K – – –
LWM
615
Liberty Wealth Management
California
$250K +$230K +1,845 New
KA
616
Klingman & Associates
New York
$247K – – –
CF
617
Centaurus Financial
California
$246K -$2.12K -17 -0.9%
MWG
618
Martin Worley Group
Utah
$246K +$227K +1,815 New
CFO
619
Callan Family Office
Pennsylvania
$245K – – –
CFG
620
Cooper Financial Group
California
$245K -$469K -3,758 -67%
ECA
621
Elevation Capital Advisory
Oregon
$244K +$225K +1,802 New
DOA
622
D'Orazio & Associates
Virginia
$243K – – –
AFW
623
Avantra Family Wealth
Pennsylvania
$241K -$4.74K -38 -2%
SFS
624
Security Financial Services
Indiana
$238K -$12K -96 -5%
FCA
625
Fortis Capital Advisors
Kansas
$236K -$499 -4 -0.2%
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