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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
651
Tanglewood Legacy Advisors
Texas
$115K – – –
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$110K +$4.49K +41 +4%
FP
653
Financial Perspectives
Minnesota
$110K – – –
RCM
654
Raleigh Capital Management
North Carolina
$109K -$963K -8,787 -90%
HNB
655
Huntington National Bank
Ohio
$107K – – –
AWM
656
Abound Wealth Management
Tennessee
$103K – – –
AWM
657
Avior Wealth Management
Nebraska
$102K +$84.5K +771 +643%
PCWA
658
Pacific Capital Wealth Advisors
California
$100K +$95.8K +874 New
HNB
659
Hilltop National Bank
Wyoming
$99.8K +$95.1K +868 New
SWM
660
Sugarloaf Wealth Management
Georgia
$97.7K +$11.7K +107 +14%
BFPW
661
BOK Financial Private Wealth
Colorado
$97.6K -$19.4K -177 -17%
TAM
662
Tucker Asset Management
Colorado
$91.3K – – –
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$89.2K +$11.8K +108 +16%
NC
664
NewSquare Capital
Pennsylvania
$84.3K +$27.7K +253 +53%
WCM
665
Winthrop Capital Management
Indiana
$84K – – –
GEA
666
Glen Eagle Advisors
New Jersey
$84K -$15.3K -140 -16%
JWA
667
JFS Wealth Advisors
Pennsylvania
$81.6K -$5.15K -47 -6%
SS
668
Sunbelt Securities
Texas
$79.8K +$986 +9 +1%
HWP
669
Highline Wealth Partners
California
$74K – – –
AWM
670
Aspire Wealth Management
Massachusetts
$71.5K -$823K -7,510 -92%
CFFP
671
Center for Financial Planning
Michigan
$67.6K – – –
IRC
672
Investors Research Corp
Georgia
$66.8K – – –
RA
673
Rise Advisors
New York
$63.2K +$219 +2 +0.4%
OLVIG
674
Oliver Lagore Vanvalin Investment Group
Michigan
$59.1K -$107K -977 -66%
BBHC
675
Brown Brothers Harriman & Co
New York
$58.6K -$1.22M -11,099 -96%
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