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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
SignatureFD
Georgia
$223K +$39.9K +468 +22%
FA
602
Fortis Advisors
Pennsylvania
$218K -$28.8K -337 -12%
FFA
603
Founders Financial Alliance
North Carolina
$218K -$7.08K -83 -3%
EW
604
Enzi Wealth
Texas
$215K – – –
SPIO
605
Seven Post Investment Office
California
$215K – – –
PCA
606
Pallas Capital Advisors
Massachusetts
$214K – – –
SFG
607
Sage Financial Group
Pennsylvania
$212K -$28.6K -335 -12%
BFG
608
Bleakley Financial Group
New Jersey
$212K +$213K +2,499 New
MIA
609
Milestone Investment Advisors
Wisconsin
$211K +$213K +2,494 New
WPP
610
Whalerock Point Partners
Rhode Island
$211K -$4.18K -49 -2%
MWM
611
MBE Wealth Management
Wisconsin
$210K -$49.1K -575 -19%
TP
612
Tranquility Partners
Tennessee
$209K +$210K +2,465 New
MG
613
Mather Group
Illinois
$208K -$14K -164 -6%
MHS
614
M Holdings Securities
Oregon
$205K +$206K +2,414 New
AIM
615
Acropolis Investment Management
Missouri
$204K – – –
SFPG
616
Stonebridge Financial Planning Group
Florida
$203K +$204K +2,390 New
SC
617
Stephens Consulting
Michigan
$182K +$128K +1,501 +232%
CWP
618
Concord Wealth Partners
Virginia
$174K -$137K -1,611 -44%
TCM
619
TD Capital Management
Tennessee
$170K +$768 +9 +0.5%
LPIC
620
LeJeune Puetz Investment Counsel
Michigan
$161K – – –
LWA
621
Lowe Wealth Advisors
Maryland
$155K – – –
BC
622
Bartlett & Co
Ohio
$153K +$140K +1,641 +1,013%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$153K +$140K +1,641 +1,013%
MPCL
624
My Personal CFO LLC
Washington
$130K +$131K +1,533 New
BFPW
625
BOK Financial Private Wealth
Colorado
$122K -$196K -2,298 -62%
23 24
25
26 27