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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
651
Summit Wealth Group
Vermont
$55K -$4.72M -53,389 -99%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$53.8K +$11.6K +131 +28%
CFFP
653
Center for Financial Planning
Michigan
$53.2K – – –
NC
654
NewSquare Capital
Pennsylvania
$51.4K +$6.9K +78 +16%
RA
655
Rise Advisors
New York
$49.1K +$265 +3 +0.6%
M1FG
656
Mach-1 Financial Group
Arkansas
$48.7K +$47.6K +538 New
BWM
657
BerganKDV Wealth Management
Minnesota
$46.5K +$45.5K +514 New
DI
658
Disciplined Investments
Oklahoma
$41.5K – – –
GWSG
659
GPS Wealth Strategies Group
Colorado
$40.6K +$39.7K +449 New
KTC
660
Kistler-Tiffany Companies
Pennsylvania
$39.2K -$52.9K -598 -58%
IRC
661
Investors Research Corp
Georgia
$39.1K -$1.59K -18 -4%
IHWM
662
Iron Horse Wealth Management
Iowa
$38.2K – – –
HR
663
Howe & Rusling
New York
$37.7K +$2.03K +23 +6%
FAM
664
Family Asset Management
South Carolina
$34.2K -$177 -2 -0.5%
SIC
665
Salem Investment Counselors
North Carolina
$28.1K +$27.5K +311 New
RP
666
Rice Partnership
Hawaii
$27.5K -$3.01K -34 -10%
PP
667
PrairieView Partners
Minnesota
$26K – – –
CT
668
Clearstead Trust
Maine
$25.1K – – –
TWP
669
TFO Wealth Partners
Ohio
$23.6K -$5.31K -60 -19%
GWM
670
Geneos Wealth Management
Colorado
$23.1K – – –
HIA
671
Harbor Investment Advisory
Maryland
$22.2K -$37.7K -426 -63%
BLC
672
Brown, Lisle/Cummings
Rhode Island
$18.9K – – –
AWM
673
Accel Wealth Management
Iowa
$18.7K – – –
CWC
674
Carolinas Wealth Consulting
North Carolina
$17.3K – – –
TF
675
Tompkins Financial
New York
$16.9K +$16.5K +187 New
25 26
27
28 29