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
1SB
426
1ST Source Bank
Indiana
$655K – – –
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$651K -$210K -2,005 -25%
ACA
428
Aptus Capital Advisors
Alabama
$651K +$135K +1,285 +27%
CPP
429
Capasso Planning Partners
South Carolina
$644K +$626K +5,969 New
FRA
430
Front Row Advisors
California
$641K +$6.82K +65 +1%
GLLW
431
Graves Light Lenhart Wealth
Virginia
$625K – – –
MA
432
MONECO Advisors
Connecticut
$621K +$17K +162 +3%
BBA
433
BLB&B Advisors
Pennsylvania
$614K +$54.6K +520 +10%
AP
434
Advisor Partners
California
$613K – – –
PP
435
Prosperity Planning
Missouri
$609K -$164K -1,559 -22%
LAS
436
Lloyd Advisory Services
Georgia
$608K +$535K +5,096 +945%
SVWAG
437
Sound View Wealth Advisors Group
Georgia
$607K +$141K +1,342 +31%
GCM
438
Goldstream Capital Management
Hong Kong
$607K +$590K +5,625 New
CPO
439
Cerity Partners OCIO
New York
$601K +$13K +124 +2%
COF
440
Capital One Financial
Virginia
$598K -$7.87K -75 -1%
EFL
441
ERn Financial LLC
Wisconsin
$587K +$129K +1,234 +29%
KWM
442
Kingsview Wealth Management
Oregon
$580K +$41.6K +396 +8%
MFA
443
McClarren Financial Advisors
Pennsylvania
$573K +$420 +4 +0.1%
FWI
444
Facet Wealth Inc
Maryland
$573K +$557K +5,310 New
IFS
445
Ifrah Financial Services
Arkansas
$564K +$1.36K +13 +0.2%
LFA
446
Level Financial Advisors
New York
$562K +$547K +5,210 New
CAMG
447
CWA Asset Management Group
Florida
$558K +$543K +5,176 New
IWM
448
IHT Wealth Management
Illinois
$547K +$45K +429 +9%
VBFP
449
Valtinson Bruner Financial Planning
Minnesota
$545K +$125K +1,193 +31%
GCP
450
GSA Capital Partners
United Kingdom
$543K -$153K -1,457 -22%
16 17
18
19 20