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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
626
Callan Family Office
Pennsylvania
$207K +$199K +1,734 New
SC
627
Stephens Consulting
Michigan
$207K – – –
FCA
628
Fortis Capital Advisors
Kansas
$207K +$199K +1,732 New
HPC
629
Hobart Private Capital
North Carolina
$205K -$187K -1,627 -49%
MWP
630
Moller Wealth Partners
$203K +$195K +1,700 New
OPPS
631
Obsidian Personal Planning Solutions
Maryland
$202K +$195K +1,697 New
MAG
632
M3 Advisory Group
Massachusetts
$202K +$195K +1,694 New
SL
633
SWMG LLC
Texas
$200K -$325K -2,833 -63%
BONH
634
Bank of New Hampshire
New Hampshire
$198K -$126K -1,100 -40%
SA
635
Scarborough Advisors
Maryland
$189K +$4.02K +35 +2%
TCM
636
TD Capital Management
Tennessee
$189K +$459 +4 +0.3%
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K – – –
TIM
638
Tortoise Investment Management
New York
$177K -$23K -200 -12%
APC
639
Aspire Private Capital
North Carolina
$174K -$64.2K -559 -28%
SWM
640
Sugarloaf Wealth Management
Georgia
$161K +$57.8K +503 +59%
EW
641
Element Wealth
Mississippi
$159K – – –
LFG
642
Larson Financial Group
Missouri
$159K +$23K +200 +18%
CAL
643
Capital Analysts LLC
Pennsylvania
$157K +$18.5K +161 +14%
GWM
644
Geneos Wealth Management
Colorado
$155K +$115 +1 +0.1%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$149K +$5.63K +49 +4%
CPG
646
Cornerstone Planning Group
New Jersey
$143K -$219K -1,905 -60%
VAMG
647
Voisard Asset Management Group
Michigan
$131K – – –
LWA
648
Lowe Wealth Advisors
Maryland
$128K – – –
ADL
649
Asset Dedication LLC
California
$124K -$40.7K -354 -25%
SHIM
650
Stone House Investment Management
Pennsylvania
$124K -$1.06M -9,241 -90%
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