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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$157K +1,604 +339%
TCM
602
TD Capital Management
Tennessee
$190K – – –
NS
603
NBC Securities
Alabama
$187K +$196K +2,000 New
CWP
604
Concord Wealth Partners
Virginia
$183K -$1.08K -11 -0.6%
RFA
605
Resurgent Financial Advisors
Georgia
$168K -$16.1K -164 -8%
LWA
606
Lowe Wealth Advisors
Maryland
$167K – – –
HNB
607
Huntington National Bank
Ohio
$152K – – –
NRC
608
New Republic Capital
North Carolina
$149K -$113K -1,157 -42%
BC
609
Bartlett & Co
Ohio
$145K -$15.1K -154 -9%
BCWM
610
Bartlett & Co Wealth Management
Ohio
$145K -$15.1K -154 -9%
OLVIG
611
Oliver Lagore Vanvalin Investment Group
Michigan
$134K -$250K -2,552 -64%
KFS
612
Kelly Financial Services
Massachusetts
$126K -$247K -2,521 -65%
EW
613
Element Wealth
Mississippi
$123K – – –
PC
614
Pecaut & Co
Iowa
$112K +$5.48K +56 +5%
FCA
615
FinTrust Capital Advisors
South Carolina
$110K -$1.34M -13,718 -92%
LFG
616
Larson Financial Group
Missouri
$106K – – –
ADL
617
Asset Dedication LLC
California
$98K +$4.21K +43 +4%
BFPW
618
BOK Financial Private Wealth
Colorado
$96.8K – – –
CSWG
619
Cardinal Strategic Wealth Guidance
Kentucky
$95.7K – – –
TLA
620
Tanglewood Legacy Advisors
Texas
$93.9K – – –
IRAG
621
Investment Research & Advisory Group
Georgia
$93K -$35.6K -364 -27%
GEA
622
Glen Eagle Advisors
New Jersey
$91.7K +$294 +3 +0.3%
FP
623
Financial Perspectives
Minnesota
$89.4K – – –
GWM
624
Geneos Wealth Management
Colorado
$86.2K +$48K +490 +114%
AWM
625
Abound Wealth Management
Tennessee
$84.8K +$294 +3 +0.3%
23 24
25
26 27