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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
651
Investment Research & Advisory Group
Georgia
$115K +$438 +4 +0.4%
TLA
652
Tanglewood Legacy Advisors
Texas
$115K – – –
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$110K +$4.49K +41 +4%
FP
654
Financial Perspectives
Minnesota
$110K – – –
RCM
655
Raleigh Capital Management
North Carolina
$109K -$963K -8,787 -90%
HNB
656
Huntington National Bank
Ohio
$107K – – –
AWM
657
Abound Wealth Management
Tennessee
$103K – – –
AWM
658
Avior Wealth Management
Nebraska
$102K +$84.5K +771 +643%
PCWA
659
Pacific Capital Wealth Advisors
California
$100K +$95.8K +874 New
HNB
660
Hilltop National Bank
Wyoming
$99.8K +$95.1K +868 New
SWM
661
Sugarloaf Wealth Management
Georgia
$97.7K +$11.7K +107 +14%
BFPW
662
BOK Financial Private Wealth
Colorado
$97.6K -$19.4K -177 -17%
TAM
663
Tucker Asset Management
Colorado
$91.3K – – –
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$89.2K +$11.8K +108 +16%
NC
665
NewSquare Capital
Pennsylvania
$84.3K +$27.7K +253 +53%
WCM
666
Winthrop Capital Management
Indiana
$84K – – –
GEA
667
Glen Eagle Advisors
New Jersey
$84K -$15.3K -140 -16%
JWA
668
JFS Wealth Advisors
Pennsylvania
$81.6K -$5.15K -47 -6%
SS
669
Sunbelt Securities
Texas
$79.8K +$986 +9 +1%
HWP
670
Highline Wealth Partners
California
$74K – – –
AWM
671
Aspire Wealth Management
Massachusetts
$71.5K -$823K -7,510 -92%
CFFP
672
Center for Financial Planning
Michigan
$67.6K – – –
IRC
673
Investors Research Corp
Georgia
$66.8K – – –
RA
674
Rise Advisors
New York
$63.2K +$219 +2 +0.4%
OLVIG
675
Oliver Lagore Vanvalin Investment Group
Michigan
$59.1K -$107K -977 -66%
25 26
27
28 29