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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$3.75M +$83K +665 +2%
HGWM
152
Horst & Graben Wealth Management
Oregon
$3.7M -$78.9K -632 -2%
DAS
153
Dynamic Advisor Solutions
Arizona
$3.63M -$626K -5,017 -16%
CW
154
CreativeOne Wealth
Kansas
$3.56M -$52.7K -422 -2%
WIM
155
WealthPlan Investment Management
Nebraska
$3.53M +$2.85M +22,805 +691%
RW
156
Ridgeline Wealth
Arizona
$3.51M -$15.2K -122 -0.5%
JPG
157
Jordan Park Group
California
$3.44M +$118K +942 +4%
MPW
158
MA Private Wealth
California
$3.4M -$534K -4,276 -15%
RA
159
RFG Advisory
Alabama
$3.38M -$115K -925 -4%
EH
160
Equitable Holdings
New York
$3.37M -$376K -3,009 -11%
SPIA
161
Steward Partners Investment Advisory
New York
$3.37M -$28.1K -225 -0.9%
SC
162
Savant Capital
Illinois
$3.32M -$53.3K -427 -2%
FCA
163
FLC Capital Advisors
California
$3.31M -$232K -1,857 -7%
IWM
164
Integris Wealth Management
California
$3.28M +$25.2K +202 +0.8%
FHA
165
First Horizon Advisors
Tennessee
$3.27M +$1.43M +11,443 +90%
PCIG
166
Partners Capital Investment Group
Massachusetts
$3.23M -$69.8M -559,372 -96%
EWP
167
Elevation Wealth Partners
California
$3.21M -$2.27M -18,170 -43%
OWM
168
Opes Wealth Management
California
$3.21M +$123K +989 +4%
NCM
169
Northwest Capital Management
Oregon
$3.2M -$2.71M -21,680 -48%
MP
170
Moment Partners
California
$3.19M -$35.5K -284 -1%
BW
171
Balance Wealth
Ohio
$3.19M -$71K -569 -2%
BTI
172
Blue Trust Inc
Georgia
$3.14M -$1.12K -9 -0%
GCG
173
Gilbert Capital Group
Maine
$3.1M +$2.86M +22,933 New
WS
174
Wedbush Securities
California
$3.09M +$92.9K +744 +3%
GC
175
Garde Capital
Washington
$3.06M +$922K +7,384 +48%
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