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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
176
Csenge Advisory Group
Florida
$6.41M +$210K +2,462 +3%
WWP
177
WR Wealth Planners
Missouri
$6.39M -$674K -7,899 -9%
CWG
178
Crown Wealth Group
North Carolina
$6.39M -$5.59M -65,522 -46%
NL
179
NWAM LLC
Washington
$6.39M -$2.16M -25,281 -25%
VPP
180
Vertex Planning Partners
Illinois
$6.24M +$6.28M +73,614 New
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$6.16M -$597K -6,999 -9%
CC
182
Copperleaf Capital
North Carolina
$6.03M -$838K -9,825 -12%
CA
183
CoreCap Advisors
Michigan
$5.93M +$223K +2,613 +4%
UCFA
184
United Capital Financial Advisors
Texas
$5.91M +$721K +8,449 +14%
WWP
185
Waypoint Wealth Partners
California
$5.85M -$7M -82,095 -54%
BAM
186
Belpointe Asset Management
Nevada
$5.83M -$302K -3,540 -5%
TA
187
Tiedemann Advisors
New York
$5.76M +$49.8K +584 +0.9%
CSWG
188
Cardinal Strategic Wealth Guidance
Kentucky
$5.72M -$6.15M -72,116 -52%
MWM
189
Maripau Wealth Management
Indiana
$5.71M -$556K -6,512 -9%
PFG
190
Pacific Financial Group
Washington
$5.58M -$406K -4,764 -7%
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$5.53M -$927K -10,869 -14%
SAMC
192
Spectrum Asset Management (California)
California
$5.48M -$2.56M -29,978 -32%
CCFM
193
Clear Creek Financial Management
Washington
$5.44M +$1.16M +13,601 +27%
LRWA
194
Long Run Wealth Advisors
New York
$5.33M +$660K +7,733 +14%
FA
195
Financial Advisors
Massachusetts
$5.21M +$501K +5,874 +11%
IA
196
IFP Advisors
Florida
$5.21M -$3.49M -40,882 -32%
BCI
197
Brinker Capital Investments
Pennsylvania
$4.97M -$125K -1,465 -2%
VWM
198
Venturi Wealth Management
Texas
$4.92M -$1.23M -14,414 -20%
WEG
199
World Equity Group
Illinois
$4.91M -$4.79M -56,132 -49%
FCA
200
FLC Capital Advisors
California
$4.9M -$14.6M -171,116 -75%
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