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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
651
IAG Wealth Partners
Wisconsin
$53.1K – – –
CFFP
652
Center for Financial Planning
Michigan
$49.8K – – –
LFG
653
Larson Financial Group
Missouri
$47.5K +$47.8K +560 New
RA
654
Rise Advisors
New York
$45.7K +$256 +3 +0.6%
CFO
655
CVA Family Office
Colorado
$41.7K +$42K +492 New
NC
656
NewSquare Capital
Pennsylvania
$41.5K -$8.28K -97 -17%
OSAM
657
O'Shaughnessy Asset Management
Connecticut
$39.3K – – –
DI
658
Disciplined Investments
Oklahoma
$38.9K – – –
IRC
659
Investors Research Corp
Georgia
$38.1K – – –
IHWM
660
Iron Horse Wealth Management
Iowa
$36K +$36K +422 New
FA
661
Fiduciary Alliance
South Carolina
$34.4K +$34.6K +406 New
HR
662
Howe & Rusling
New York
$33.3K -$5.63K -66 -14%
FAM
663
Family Asset Management
South Carolina
$32.2K +$32.4K +380 New
CB
664
Community Bank
New York
$31.2K -$7.51K -88 -19%
RP
665
Rice Partnership
Hawaii
$28.6K +$28.8K +338 New
HCM
666
Hollencrest Capital Management
California
$27.6K +$27.8K +326 New
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$25.4K +$22.9K +268 +838%
CT
668
Clearstead Trust
Maine
$24K – – –
PP
669
PrairieView Partners
Minnesota
$24K – – –
HT
670
Headlands Technologies
Illinois
$24K +$24.2K +284 New
RBC
671
Romano Brothers & Co
Illinois
$23.2K +$23.4K +274 New
GWM
672
Geneos Wealth Management
Colorado
$21.6K – – –
SBL
673
Sargent Bickham Lagudis
Colorado
$19.8K +$20K +234 New
BLC
674
Brown, Lisle/Cummings
Rhode Island
$17.7K – – –
AWM
675
Accel Wealth Management
Iowa
$17.5K – – –
25 26
27
28 29