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
NS
601
NBC Securities
Alabama
$231K -$8.14K -67 -4%
LWA
602
Lineweaver Wealth Advisors
Ohio
$231K -$92.2K -759 -29%
ECA
603
Elevation Capital Advisory
Oregon
$231K +$222K +1,830 New
KA
604
Klingman & Associates
New York
$230K – – –
CCA
605
Criterion Capital Advisors
Tennessee
$230K – – –
HCM
606
Hudson Capital Management
New Jersey
$229K -$37.6K -310 -15%
QWP
607
Quotient Wealth Partners
Texas
$229K -$411K -3,387 -65%
WA
608
Waverly Advisors
Alabama
$227K -$12.1K -100 -5%
CFO
609
Callan Family Office
Pennsylvania
$227K +$7.53K +62 +4%
AGP
610
Autumn Glory Partners
Texas
$226K – – –
RIM
611
Redwood Investment Management
Arizona
$225K -$14.2K -117 -6%
GWP
612
Gateway Wealth Partners
Wisconsin
$223K +$215K +1,771 New
CAG
613
Curtis Advisory Group
California
$222K +$214K +1,761 New
HCP
614
Holt Capital Partners
Texas
$221K -$21.9K -180 -9%
CFS
615
CRA Financial Services
New Jersey
$219K – – –
SC
616
Stephens Consulting
Michigan
$219K – – –
HPC
617
Hobart Private Capital
North Carolina
$217K – – –
MAG
618
M3 Advisory Group
Massachusetts
$214K +$121 +1 +0.1%
EP
619
Edgestream Partners
New Jersey
$213K +$205K +1,688 New
BONH
620
Bank of New Hampshire
New Hampshire
$209K – – –
PA
621
Pinnacle Associates
New York
$208K – – –
SWA
622
Sax Wealth Advisors
New Jersey
$207K +$199K +1,639 New
SA
623
Scarborough Advisors
Maryland
$206K +$6.07K +50 +3%
TIM
624
Tortoise Investment Management
New York
$205K +$17K +140 +9%
PAWA
625
Palo Alto Wealth Advisors
California
$205K +$194K +1,599 New
23 24
25
26 27