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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
601
Kestra Investment Management
Texas
$329K -$44.9K -304 -12%
BWP
602
Burling Wealth Partners
Illinois
$328K – – –
LFA
603
Level Financial Advisors
New York
$326K – – –
SFC
604
Strategic Financial Concepts
Texas
$321K +$319K +2,155 New
PA
605
Procyon Advisors
Connecticut
$320K +$318K +2,148 New
AWM
606
Aureum Wealth Management
Florida
$318K +$316K +2,134 New
TCWM
607
Total Clarity Wealth Management
Illinois
$318K – – –
MA
608
MONECO Advisors
Connecticut
$316K +$3.7K +25 +1%
VPP
609
Vertex Planning Partners
Illinois
$316K +$30.2K +204 +11%
CAS
610
Coppell Advisory Solutions
Texas
$314K -$18K -122 -6%
NW
611
NewEdge Wealth
Pennsylvania
$313K – – –
APWA
612
Atlas Private Wealth Advisors
New Jersey
$310K -$88.1K -596 -22%
WFAG
613
Worth Financial Advisory Group
North Carolina
$310K – – –
SWM
614
SeaCrest Wealth Management
New York
$310K – – –
GWM
615
Geneos Wealth Management
Colorado
$309K -$6.65K -45 -2%
FFA
616
Founders Financial Alliance
North Carolina
$308K – – –
WI
617
WrapManager Inc
California
$307K -$51.9K -351 -15%
CW
618
Channel Wealth
California
$306K +$54.6K +369 +22%
CIC
619
Carnegie Investment Counsel
Ohio
$303K +$57.7K +390 +24%
AWM
620
Atticus Wealth Management
Florida
$300K +$1.03K +7 +0.3%
FFM
621
Forum Financial Management
Illinois
$300K +$38.3K +259 +15%
AA
622
ArborFi Advisors
Michigan
$298K +$17.3K +117 +6%
QWM
623
Quadcap Wealth Management
Texas
$297K – – –
HWM
624
Horizons Wealth Management
North Carolina
$297K – – –
NA
625
Note Advisors
New York
$295K – – –
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