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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
601
Fort Point Capital Partners
California
$201K – – –
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$157K +1,604 +339%
TCM
603
TD Capital Management
Tennessee
$190K – – –
NS
604
NBC Securities
Alabama
$187K +$196K +2,000 New
CWP
605
Concord Wealth Partners
Virginia
$183K -$1.08K -11 -0.6%
RFA
606
Resurgent Financial Advisors
Georgia
$168K -$16.1K -164 -8%
LWA
607
Lowe Wealth Advisors
Maryland
$167K – – –
HNB
608
Huntington National Bank
Ohio
$152K – – –
NRC
609
New Republic Capital
North Carolina
$149K -$113K -1,157 -42%
BC
610
Bartlett & Co
Ohio
$145K -$15.1K -154 -9%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$145K -$15.1K -154 -9%
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$134K -$250K -2,552 -64%
KFS
613
Kelly Financial Services
Massachusetts
$126K -$247K -2,521 -65%
EW
614
Element Wealth
Mississippi
$123K – – –
PC
615
Pecaut & Co
Iowa
$112K +$5.48K +56 +5%
FCA
616
FinTrust Capital Advisors
South Carolina
$110K -$1.34M -13,718 -92%
LFG
617
Larson Financial Group
Missouri
$106K – – –
ADL
618
Asset Dedication LLC
California
$98K +$4.21K +43 +4%
BFPW
619
BOK Financial Private Wealth
Colorado
$96.8K – – –
CSWG
620
Cardinal Strategic Wealth Guidance
Kentucky
$95.7K – – –
TLA
621
Tanglewood Legacy Advisors
Texas
$93.9K – – –
IRAG
622
Investment Research & Advisory Group
Georgia
$93K -$35.6K -364 -27%
GEA
623
Glen Eagle Advisors
New Jersey
$91.7K +$294 +3 +0.3%
FP
624
Financial Perspectives
Minnesota
$89.4K – – –
GWM
625
Geneos Wealth Management
Colorado
$86.2K +$48K +490 +114%
23 24
25
26 27