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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
626
Palo Alto Wealth Advisors
California
$205K +$194K +1,599 New
NW
627
NewEdge Wealth
Pennsylvania
$204K +$196K +1,618 New
FA
628
Fermata Advisors
California
$204K +$196K +1,615 New
DFA
629
Davies Financial Advisors
California
$202K +$195K +1,602 New
AWM
630
Aprio Wealth Management
Georgia
$201K -$38.7K -319 -17%
OPPS
631
Obsidian Personal Planning Solutions
Maryland
$201K -$9.96K -82 -5%
DOA
632
D'Orazio & Associates
Virginia
$201K +$193K +1,593 New
TCM
633
TD Capital Management
Tennessee
$200K +$486 +4 +0.3%
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$8.74K -72 -5%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$180K +$21.4K +176 +14%
APC
636
Aspire Private Capital
North Carolina
$180K -$4.13K -34 -2%
ADL
637
Asset Dedication LLC
California
$167K +$34.4K +283 +27%
GWM
638
Geneos Wealth Management
Colorado
$166K +$2.19K +18 +1%
EW
639
Element Wealth
Mississippi
$166K -$2.43K -20 -1%
LFG
640
Larson Financial Group
Missouri
$163K -$4.86K -40 -3%
CAL
641
Capital Analysts LLC
Pennsylvania
$163K -$2.79K -23 -2%
LWA
642
Lowe Wealth Advisors
Maryland
$136K – – –
SHIM
643
Stone House Investment Management
Pennsylvania
$131K – – –
SWM
644
Sugarloaf Wealth Management
Georgia
$130K -$39K -321 -24%
IRAG
645
Investment Research & Advisory Group
Georgia
$127K +$486 +4 +0.4%
TLA
646
Tanglewood Legacy Advisors
Texas
$126K – – –
FP
647
Financial Perspectives
Minnesota
$120K – – –
HNB
648
Huntington National Bank
Ohio
$118K – – –
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
AWM
650
Abound Wealth Management
Tennessee
$114K – – –
24 25
26
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