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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
626
Disciplined Investments
Oklahoma
$36K – – –
CB
627
Community Bank
New York
$36K +$708 +8 +2%
IRC
628
Investors Research Corp
Georgia
$36K +$9.03K +102 +29%
KTC
629
Kistler-Tiffany Companies
Pennsylvania
$34K +$177 +2 +0.5%
WWMSC
630
Wagner Wealth Management (South Carolina)
South Carolina
$31K – – –
EIP
631
Ellis Investment Partners
Pennsylvania
$26K – – –
PP
632
PrairieView Partners
Minnesota
$23K +$9.12K +103 +55%
CT
633
Clearstead Trust
Maine
$22K – – –
TWP
634
TFO Wealth Partners
Ohio
$21K – – –
GWM
635
Geneos Wealth Management
Colorado
$20K -$17.7K -200 -44%
HGERS
636
Householder Group Estate & Retirement Specialist
Arizona
$18K +$20.4K +230 New
AWM
637
Accel Wealth Management
Iowa
$17K +$18.3K +207 New
BLC
638
Brown, Lisle/Cummings
Rhode Island
$16.6K – – –
PSB
639
Piscataqua Savings Bank
New Hampshire
$15K – – –
AA
640
AlphaMark Advisors
Kentucky
$14K +$15.4K +174 New
EI
641
Ellevest Inc
New York
$13K -$797 -9 -5%
BC
642
Bartlett & Co
Ohio
$13K – – –
EW
643
Evoke Wealth
California
$13K +$14.5K +164 New
BCWM
644
Bartlett & Co Wealth Management
Ohio
$12.9K – – –
JFA
645
JNBA Financial Advisors
Minnesota
$12K – – –
SCA
646
Stonebridge Capital Advisors
Minnesota
$12K +$89 +1 +0.7%
SFCL
647
Strengthening Families & Communities LLC
Massachusetts
$11K – – –
DWMG
648
DB Wealth Management Group
California
$10K – – –
FWP
649
FAS Wealth Partners
Kansas
$10K +$11.7K +132 New
AIC
650
Archer Investment Corporation
Indiana
$9.29K – – –
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26
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