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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Stephens Consulting
Michigan
$234K – – –
ONB
627
Old National Bancorp
Indiana
$234K – – –
NWM
628
Northwest Wealth Management
Iowa
$232K – – –
SWM
629
Schwallier Wealth Management
Michigan
$232K +$214K +1,711 New
WF
630
Welch & Forbes
Massachusetts
$231K – – –
NRG
631
Nemes Rush Group
Michigan
$231K -$749 -6 -0.4%
MAG
632
M3 Advisory Group
Massachusetts
$229K – – –
GAA
633
Global Assets Advisory
Florida
$228K +$237K +1,900 New
CW
634
Channel Wealth
California
$228K – – –
HH
635
Hilltop Holdings
Texas
$227K +$209K +1,676 New
BSSFA
636
Baron Silver Stevens Financial Advisors
Florida
$226K +$209K +1,674 New
NW
637
NewEdge Wealth
Pennsylvania
$224K +$202K +1,618 New
CIC
638
Carnegie Investment Counsel
Ohio
$223K +$206K +1,650 New
SA
639
Scarborough Advisors
Maryland
$223K +$206K +1,648 New
PIMG
640
Patriot Investment Management Group
Tennessee
$222K -$6.87K -55 -3%
EW
641
Enzi Wealth
Texas
$219K +$201K +1,609 New
PAWA
642
Palo Alto Wealth Advisors
California
$218K +$499 +4 +0.2%
GWMR
643
GC Wealth Management RIA
Massachusetts
$218K +$201K +1,609 New
AWA
644
ARQ Wealth Advisors
Arizona
$217K – – –
TCM
645
TD Capital Management
Tennessee
$216K +$375 +3 +0.2%
CCIA
646
Cherry Creek Investment Advisors
Colorado
$215K -$106K -850 -35%
MWM
647
Maripau Wealth Management
Indiana
$215K -$88K -705 -31%
SHFA
648
SC&H Financial Advisors
Maryland
$213K +$197K +1,577 New
BFS
649
BridgePort Financial Solutions
Iowa
$213K +$197K +1,575 New
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$212K +$195K +1,565 New
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