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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
PDS Planning
Ohio
$224K +$225K +2,641 New
S
602
SignatureFD
Georgia
$223K +$39.9K +468 +22%
FA
603
Fortis Advisors
Pennsylvania
$218K -$28.8K -337 -12%
FFA
604
Founders Financial Alliance
North Carolina
$218K -$7.08K -83 -3%
EW
605
Enzi Wealth
Texas
$215K – – –
SPIO
606
Seven Post Investment Office
California
$215K – – –
PCA
607
Pallas Capital Advisors
Massachusetts
$214K – – –
SFG
608
Sage Financial Group
Pennsylvania
$212K -$28.6K -335 -12%
BFG
609
Bleakley Financial Group
New Jersey
$212K +$213K +2,499 New
MIA
610
Milestone Investment Advisors
Wisconsin
$211K +$213K +2,494 New
WPP
611
Whalerock Point Partners
Rhode Island
$211K -$4.18K -49 -2%
MWM
612
MBE Wealth Management
Wisconsin
$210K -$49.1K -575 -19%
TP
613
Tranquility Partners
Tennessee
$209K +$210K +2,465 New
MG
614
Mather Group
Illinois
$208K -$14K -164 -6%
MHS
615
M Holdings Securities
Oregon
$205K +$206K +2,414 New
AIM
616
Acropolis Investment Management
Missouri
$204K – – –
SFPG
617
Stonebridge Financial Planning Group
Florida
$203K +$204K +2,390 New
SC
618
Stephens Consulting
Michigan
$182K +$128K +1,501 +232%
CWP
619
Concord Wealth Partners
Virginia
$174K -$137K -1,611 -44%
TCM
620
TD Capital Management
Tennessee
$170K +$768 +9 +0.5%
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$161K – – –
LWA
622
Lowe Wealth Advisors
Maryland
$155K – – –
BC
623
Bartlett & Co
Ohio
$153K +$140K +1,641 +1,013%
BCWM
624
Bartlett & Co Wealth Management
Ohio
$153K +$140K +1,641 +1,013%
MPCL
625
My Personal CFO LLC
Washington
$130K +$131K +1,533 New
23 24
25
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