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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
651
Sunbelt Securities
Texas
$75K +$185 +2 +0.3%
SWM
652
Sugarloaf Wealth Management
Georgia
$74.9K – – –
SIC
653
Salem Investment Counselors
North Carolina
$68.1K +$35.8K +388 +125%
SCA
654
Stonebridge Capital Advisors
Minnesota
$63.4K -$3.14K -34 -5%
IWP
655
IAG Wealth Partners
Wisconsin
$61K – – –
NC
656
NewSquare Capital
Pennsylvania
$59.8K +$4.25K +46 +8%
CFFP
657
Center for Financial Planning
Michigan
$57.3K – – –
RA
658
Rise Advisors
New York
$53K +$92 +1 +0.2%
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.1K -$16.7K -181 -28%
DI
660
Disciplined Investments
Oklahoma
$44.7K – – –
GWSG
661
GPS Wealth Strategies Group
Colorado
$43.8K – – –
KTC
662
Kistler-Tiffany Companies
Pennsylvania
$42.4K +$92 +1 +0.2%
IRC
663
Investors Research Corp
Georgia
$42.1K – – –
HR
664
Howe & Rusling
New York
$41.8K +$1.2K +13 +3%
GWM
665
Geneos Wealth Management
Colorado
$41.7K +$16K +173 +68%
AIC
666
Archer Investment Corporation
Indiana
$40.2K +$38K +412 New
JFA
667
JNBA Financial Advisors
Minnesota
$40K +$24K +260 +173%
FAM
668
Family Asset Management
South Carolina
$36.8K – – –
PP
669
PrairieView Partners
Minnesota
$31K +$3.14K +34 +12%
IHWM
670
Iron Horse Wealth Management
Iowa
$30.7K -$9.88K -107 -25%
RP
671
Rice Partnership
Hawaii
$28.4K -$1.2K -13 -4%
TWP
672
TFO Wealth Partners
Ohio
$25.4K – – –
CT
673
Clearstead Trust
Maine
$25.1K – – –
PCMC
674
Private Capital Management (Colorado)
Colorado
$25.1K +$23.8K +258 New
CFO
675
CVA Family Office
Colorado
$25K -$284K -3,080 -92%
25 26
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