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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
601
Level Financial Advisors
New York
$310K – – –
LFG
602
Leverty Financial Group
Wisconsin
$303K -$60.8K -411 -16%
MA
603
MONECO Advisors
Connecticut
$302K +$2.37K +16 +0.8%
IAN
604
Integrated Advisors Network
Texas
$300K -$3.25M -21,989 -91%
TCWM
605
Total Clarity Wealth Management
Illinois
$299K -$2.52K -17 -0.8%
AWA
606
Amplius Wealth Advisors
Pennsylvania
$299K +$24K +162 +8%
VPP
607
Vertex Planning Partners
Illinois
$298K -$2.07K -14 -0.7%
PVI
608
Pine Valley Investments
New Jersey
$295K +$49.6K +335 +19%
GWM
609
Geneos Wealth Management
Colorado
$294K – – –
FFA
610
Founders Financial Alliance
North Carolina
$293K – – –
EPW
611
Endeavor Private Wealth
Kansas
$293K +$15.5K +105 +5%
SWA
612
Sax Wealth Advisors
New Jersey
$292K – – –
WI
613
WrapManager Inc
California
$289K -$3.11K -21 -1%
BFG
614
Buttonwood Financial Group
Missouri
$286K -$33.9K -229 -10%
AWM
615
Atticus Wealth Management
Florida
$286K +$740 +5 +0.2%
FFM
616
Forum Financial Management
Illinois
$284K – – –
CW
617
Channel Wealth
California
$282K -$8.29K -56 -3%
SAW
618
Signal Advisors Wealth
Michigan
$281K +$1.18K +8 +0.4%
NA
619
Note Advisors
New York
$279K – – –
CFO
620
Callan Family Office
Pennsylvania
$278K -$148 -1 -0.1%
NFG
621
Nations Financial Group
Iowa
$274K -$56.2K -380 -16%
LLWM
622
Life Line Wealth Management
California
$274K -$152K -1,028 -35%
PIA
623
Panoramic Investment Advisors
Colorado
$271K +$283K +1,916 New
BWM
624
BKM Wealth Management
Wisconsin
$269K – – –
PC
625
Pecaut & Co
Iowa
$269K -$8.88K -60 -3%
23 24
25
26 27