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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
626
Braun-Bostich & Associates
Pennsylvania
$250K +$241K +1,718 New
SWM
627
Schwallier Wealth Management
Michigan
$250K +$700 +5 +0.3%
NWM
628
Northwest Wealth Management
Iowa
$249K – – –
HTC
629
Haverford Trust Company
Pennsylvania
$249K -$20.3K -145 -8%
NRG
630
Nemes Rush Group
Michigan
$247K -$1.12K -8 -0.5%
SA
631
Scarborough Advisors
Maryland
$247K +$7K +50 +3%
MAG
632
M3 Advisory Group
Massachusetts
$247K – – –
CW
633
Channel Wealth
California
$245K – – –
PAWA
634
Palo Alto Wealth Advisors
California
$242K +$560 +4 +0.2%
SMF
635
Sterling Manor Financial
New York
$241K +$232K +1,658 New
PIMG
636
Patriot Investment Management Group
Tennessee
$240K +$1.68K +12 +0.7%
CIC
637
Carnegie Investment Counsel
Ohio
$240K -$700 -5 -0.3%
PCG
638
Prosperity Consulting Group
Maryland
$239K +$230K +1,640 New
TCM
639
TD Capital Management
Tennessee
$234K +$560 +4 +0.3%
NFG
640
Nations Financial Group
Iowa
$233K +$225K +1,603 New
CC
641
Courier Capital
New York
$233K +$224K +1,598 New
CCIA
642
Cherry Creek Investment Advisors
Colorado
$231K – – –
SHFA
643
SC&H Financial Advisors
Maryland
$230K +$560 +4 +0.3%
GLLW
644
Graves Light Lenhart Wealth
Virginia
$230K -$151K -1,076 -41%
GAA
645
Global Assets Advisory
Florida
$229K -$46.2K -330 -17%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$228K – – –
M
647
MOTCO
Texas
$227K +$23.5K +168 +12%
SPC
648
Sigma Planning Corp
Michigan
$227K +$218K +1,560 New
SIM
649
Stratos Investment Management
Ohio
$227K +$140 +1 +0.1%
GWANC
650
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K +$14.6K +104 +7%
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