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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
626
Foster Dykema Cabot & Partners
Massachusetts
$235K – – –
WI
627
WrapManager Inc
California
$235K -$88.6K -710 -29%
SC
628
Stephens Consulting
Michigan
$234K – – –
ONB
629
Old National Bancorp
Indiana
$234K – – –
NWM
630
Northwest Wealth Management
Iowa
$232K – – –
SWM
631
Schwallier Wealth Management
Michigan
$232K +$214K +1,711 New
WF
632
Welch & Forbes
Massachusetts
$231K – – –
NRG
633
Nemes Rush Group
Michigan
$231K -$749 -6 -0.4%
MAG
634
M3 Advisory Group
Massachusetts
$229K – – –
GAA
635
Global Assets Advisory
Florida
$228K +$237K +1,900 New
CW
636
Channel Wealth
California
$228K – – –
HH
637
Hilltop Holdings
Texas
$227K +$209K +1,676 New
BSSFA
638
Baron Silver Stevens Financial Advisors
Florida
$226K +$209K +1,674 New
NW
639
NewEdge Wealth
Pennsylvania
$224K +$202K +1,618 New
CIC
640
Carnegie Investment Counsel
Ohio
$223K +$206K +1,650 New
SA
641
Scarborough Advisors
Maryland
$223K +$206K +1,648 New
PIMG
642
Patriot Investment Management Group
Tennessee
$222K -$6.87K -55 -3%
EW
643
Enzi Wealth
Texas
$219K +$201K +1,609 New
PAWA
644
Palo Alto Wealth Advisors
California
$218K +$499 +4 +0.2%
GWMR
645
GC Wealth Management RIA
Massachusetts
$218K +$201K +1,609 New
AWA
646
ARQ Wealth Advisors
Arizona
$217K – – –
TCM
647
TD Capital Management
Tennessee
$216K +$375 +3 +0.2%
CCIA
648
Cherry Creek Investment Advisors
Colorado
$215K -$106K -850 -35%
MWM
649
Maripau Wealth Management
Indiana
$215K -$88K -705 -31%
SHFA
650
SC&H Financial Advisors
Maryland
$213K +$197K +1,577 New
24 25
26
27 28