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
NW
626
NewEdge Wealth
Pennsylvania
$204K +$196K +1,618 New
FA
627
Fermata Advisors
California
$204K +$196K +1,615 New
DFA
628
Davies Financial Advisors
California
$202K +$195K +1,602 New
AWM
629
Aprio Wealth Management
Georgia
$201K -$38.7K -319 -17%
OPPS
630
Obsidian Personal Planning Solutions
Maryland
$201K -$9.96K -82 -5%
DOA
631
D'Orazio & Associates
Virginia
$201K +$193K +1,593 New
TCM
632
TD Capital Management
Tennessee
$200K +$486 +4 +0.3%
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$8.74K -72 -5%
BCWM
634
Bartlett & Co Wealth Management
Ohio
$180K +$21.4K +176 +14%
APC
635
Aspire Private Capital
North Carolina
$180K -$4.13K -34 -2%
ADL
636
Asset Dedication LLC
California
$167K +$34.4K +283 +27%
GWM
637
Geneos Wealth Management
Colorado
$166K +$2.19K +18 +1%
EW
638
Element Wealth
Mississippi
$166K -$2.43K -20 -1%
LFG
639
Larson Financial Group
Missouri
$163K -$4.86K -40 -3%
CAL
640
Capital Analysts LLC
Pennsylvania
$163K -$2.79K -23 -2%
LWA
641
Lowe Wealth Advisors
Maryland
$136K – – –
SHIM
642
Stone House Investment Management
Pennsylvania
$131K – – –
SWM
643
Sugarloaf Wealth Management
Georgia
$130K -$39K -321 -24%
IRAG
644
Investment Research & Advisory Group
Georgia
$127K +$486 +4 +0.4%
TLA
645
Tanglewood Legacy Advisors
Texas
$126K – – –
FP
646
Financial Perspectives
Minnesota
$120K – – –
HNB
647
Huntington National Bank
Ohio
$118K – – –
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
AWM
649
Abound Wealth Management
Tennessee
$114K – – –
BL
650
Balentine LLC
Georgia
$110K +$106K +871 New
24 25
26
27 28