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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
651
ORG Partners
Indiana
$30.4K -$4.2M -42,913 -99%
IHWM
652
Iron Horse Wealth Management
Iowa
$29.6K – – –
SIC
653
Salem Investment Counselors
North Carolina
$29.3K -$38K -388 -56%
PP
654
PrairieView Partners
Minnesota
$27K -$3.33K -34 -10%
CT
655
Clearstead Trust
Maine
$26.1K – – –
TWP
656
TFO Wealth Partners
Ohio
$25.4K – – –
PPC
657
Park Place Capital
Alabama
$23.8K -$53.4K -545 -68%
RP
658
Rice Partnership
Hawaii
$23.2K -$4.31K -44 -15%
BCM
659
Bourgeon Capital Management
Connecticut
$21.1K +$3.92K +40 +22%
IPW
660
Impact Partnership Wealth
Georgia
$20.6K +$21.4K +219 New
BLC
661
Brown, Lisle/Cummings
Rhode Island
$19.6K – – –
CA
662
Centerpoint Advisors
Massachusetts
$18K +$881 +9 +5%
KFI
663
Key Financial Inc
Pennsylvania
$17.6K – – –
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.5K – – –
CWC
665
Carolinas Wealth Consulting
North Carolina
$17.5K – – –
SL
666
Salomon & Ludwin
Virginia
$15.1K +$15.8K +161 New
CCMI
667
Creative Capital Management Investments
California
$14.5K +$15.1K +154 New
ACA
668
Atlas Capital Advisors
Wyoming
$13.4K – – –
HIA
669
Harbor Investment Advisory
Maryland
$13.3K -$4.9K -50 -26%
MFT
670
Moisand Fitzgerald Tamayo
Florida
$12.1K +$12.6K +129 New
RWM
671
Raffa Wealth Management
District of Columbia
$11.9K – – –
CB
672
Community Bank
New York
$11.7K – – –
HWA
673
HHM Wealth Advisors
Tennessee
$11.4K -$139K -1,416 -92%
DWMG
674
DB Wealth Management Group
California
$11.3K – – –
HPC
675
HM Payson & Co
Maine
$10.1K – – –
25 26
27
28 29