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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
601
Jefferies Financial Group
New York
$261K -$57.9K -464 -19%
ODIJL
602
One Day In July LLC
Vermont
$261K – – –
VPP
603
Vertex Planning Partners
Illinois
$260K +$874 +7 +0.4%
CWM
604
Chesapeake Wealth Management
Virginia
$259K +$239K +1,915 New
EI
605
Ethic Inc
New York
$259K – – –
BWM
606
BKM Wealth Management
Wisconsin
$257K – – –
BDF
607
Black Diamond Financial
Maryland
$256K +$236K +1,893 New
DW30
608
Drucker Wealth 3.0
New Jersey
$253K -$38.2K -306 -14%
GCM
609
Gallacher Capital Management
Colorado
$252K – – –
AA
610
ArborFi Advisors
Michigan
$252K +$2.75K +22 +1%
TIM
611
Tortoise Investment Management
New York
$252K +$19.6K +157 +9%
HTC
612
Haverford Trust Company
Pennsylvania
$251K – – –
LWM
613
Liberty Wealth Management
California
$250K +$230K +1,845 New
KA
614
Klingman & Associates
New York
$247K – – –
CF
615
Centaurus Financial
California
$246K -$2.12K -17 -0.9%
MWG
616
Martin Worley Group
Utah
$246K +$227K +1,815 New
CFO
617
Callan Family Office
Pennsylvania
$245K – – –
CFG
618
Cooper Financial Group
California
$245K -$469K -3,758 -67%
ECA
619
Elevation Capital Advisory
Oregon
$244K +$225K +1,802 New
DOA
620
D'Orazio & Associates
Virginia
$243K – – –
AFW
621
Avantra Family Wealth
Pennsylvania
$241K -$4.74K -38 -2%
SFS
622
Security Financial Services
Indiana
$238K -$12K -96 -5%
FCA
623
Fortis Capital Advisors
Kansas
$236K -$499 -4 -0.2%
FDCP
624
Foster Dykema Cabot & Partners
Massachusetts
$235K – – –
WI
625
WrapManager Inc
California
$235K -$88.6K -710 -29%
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