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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
601
Burling Wealth Partners
Illinois
$311K – – –
SB
602
Semitam Bonam
New York
$311K -$31.5K -213 -9%
LEA
603
Legacy Edge Advisors
New York
$310K -$237K -1,604 -42%
LFA
604
Level Financial Advisors
New York
$310K – – –
LFG
605
Leverty Financial Group
Wisconsin
$303K -$60.8K -411 -16%
MA
606
MONECO Advisors
Connecticut
$302K +$2.37K +16 +0.8%
IAN
607
Integrated Advisors Network
Texas
$300K -$3.25M -21,989 -91%
TCWM
608
Total Clarity Wealth Management
Illinois
$299K -$2.52K -17 -0.8%
AWA
609
Amplius Wealth Advisors
Pennsylvania
$299K +$24K +162 +8%
VPP
610
Vertex Planning Partners
Illinois
$298K -$2.07K -14 -0.7%
PVI
611
Pine Valley Investments
New Jersey
$295K +$49.6K +335 +19%
GWM
612
Geneos Wealth Management
Colorado
$294K – – –
FFA
613
Founders Financial Alliance
North Carolina
$293K – – –
EPW
614
Endeavor Private Wealth
Kansas
$293K +$15.5K +105 +5%
SWA
615
Sax Wealth Advisors
New Jersey
$292K – – –
WI
616
WrapManager Inc
California
$289K -$3.11K -21 -1%
BFG
617
Buttonwood Financial Group
Missouri
$286K -$33.9K -229 -10%
AWM
618
Atticus Wealth Management
Florida
$286K +$740 +5 +0.2%
FFM
619
Forum Financial Management
Illinois
$284K – – –
CW
620
Channel Wealth
California
$282K -$8.29K -56 -3%
SAW
621
Signal Advisors Wealth
Michigan
$281K +$1.18K +8 +0.4%
NA
622
Note Advisors
New York
$279K – – –
CFO
623
Callan Family Office
Pennsylvania
$278K -$148 -1 -0.1%
NFG
624
Nations Financial Group
Iowa
$274K -$56.2K -380 -16%
LLWM
625
Life Line Wealth Management
California
$274K -$152K -1,028 -35%
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