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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$258K -$3.16K -33 -1%
BC
427
Brio Consultants
California
$257K +$249K +2,606 New
HCP
428
Holt Capital Partners
Texas
$256K – – –
WT
429
Whittier Trust
California
$256K – – –
NSAM
430
North Star Asset Management
Wisconsin
$255K -$14.8K -155 -6%
TP
431
Tranquility Partners
Tennessee
$248K +$5.83K +61 +2%
RG
432
Retirement Group
California
$246K +$1.05K +11 +0.4%
TC
433
Telemus Capital
Michigan
$246K +$239K +2,500 New
BCMO
434
Buckingham Capital Management (Ohio)
Ohio
$245K – – –
ODIJL
435
One Day In July LLC
Vermont
$237K – – –
DL
436
DOHJ LLC
Washington
$234K +$227K +2,374 New
SFC
437
SYM Financial Corp
Indiana
$233K +$226K +2,364 New
MG
438
Mather Group
Illinois
$230K – – –
SP
439
Symmetry Partners
Connecticut
$230K +$223K +2,332 New
GSEP
440
Golden State Equity Partners
California
$230K +$224K +2,341 New
HCM
441
Hudson Capital Management
New Jersey
$229K – – –
LWM
442
Laidlaw Wealth Management
New York
$223K – – –
SFPG
443
Stonebridge Financial Planning Group
Florida
$222K +$9.09K +95 +4%
PP
444
PrairieView Partners
Minnesota
$220K +$207K +2,164 +3,279%
PIMG
445
Patriot Investment Management Group
Tennessee
$220K +$214K +2,239 New
AWM
446
Accurate Wealth Management
Florida
$217K +$210K +2,200 New
PP
447
PDS Planning
Ohio
$216K +$209K +2,190 New
BCA
448
Bay Colony Advisors
Massachusetts
$214K +$208K +2,173 New
AIM
449
Acropolis Investment Management
Missouri
$208K -$1.44K -15 -0.7%
NAM
450
NorthCoast Asset Management
Connecticut
$206K +$200K +2,094 New
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