We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
376
Harvest Group Wealth Management
Massachusetts
$1.04M -$117K -1,369 -10%
DC
377
Davenport & Co
Virginia
$1.04M -$108K -1,264 -9%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$1.04M -$150K -1,759 -13%
COCM
379
Charter Oak Capital Management
New Hampshire
$1.01M +$50.9K +597 +5%
TC
380
TownSquare Capital
Utah
$1.01M -$70.9K -831 -7%
MA
381
MKT Advisors
California
$991K +$295K +3,462 +44%
SPWG
382
Syntegra Private Wealth Group
Missouri
$988K +$995K +11,659 New
PWMG
383
Pioneer Wealth Management Group
Texas
$988K +$994K +11,653 New
BBHC
384
Brown Brothers Harriman & Co
New York
$984K – – –
FPGK
385
Financial Partners Group (Kansas)
Kansas
$975K -$191K -2,240 -17%
IGWM
386
ICA Group Wealth Management
Colorado
$959K -$27.9K -327 -3%
MSWMA
387
Market Street Wealth Management Advisors
Indiana
$959K -$21.9M -256,216 -96%
CAM
388
Crestone Asset Management
Colorado
$944K -$717K -8,399 -43%
JFG
389
JMG Financial Group
Illinois
$942K +$138K +1,622 +17%
BIA
390
Bigelow Investment Advisors
Maine
$925K +$57.8K +678 +7%
3LCM
391
3D/L Capital Management
Connecticut
$920K -$96.6K -1,132 -9%
PFA
392
Pinnacle Family Advisors
Missouri
$919K -$145K -1,694 -14%
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
$914K -$769K -9,019 -46%
IWM
394
IHT Wealth Management
Illinois
$913K -$928K -10,873 -50%
JWCA
395
J.W. Cole Advisors
Florida
$912K -$106K -1,241 -10%
RP
396
Riverwater Partners
Wisconsin
$905K -$441K -5,170 -33%
1SB
397
1ST Source Bank
Indiana
$884K – – –
EWA
398
EP Wealth Advisors
California
$882K -$35.7K -419 -4%
AF
399
Apexium Financial
Texas
$870K -$3.36M -39,419 -79%
VIA
400
Vident Investment Advisory
Georgia
$870K +$875K +10,262 New
14 15
16
17 18