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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
651
NewEdge Wealth
Pennsylvania
$208K – – –
SHFA
652
SC&H Financial Advisors
Maryland
$208K +$210K +1,618 New
FA
653
Fermata Advisors
California
$208K – – –
GWMR
654
GC Wealth Management RIA
Massachusetts
$207K +$208K +1,609 New
MADFP
655
Michael A Dubis Financial Planning
Wisconsin
$207K +$208K +1,605 New
PAWA
656
Palo Alto Wealth Advisors
California
$207K +$648 +5 +0.3%
OPPS
657
Obsidian Personal Planning Solutions
Maryland
$207K -$6.87K -53 -3%
DFA
658
Davies Financial Advisors
California
$206K – – –
AWM
659
Aprio Wealth Management
Georgia
$206K +$648 +5 +0.3%
TCM
660
TD Capital Management
Tennessee
$205K +$777 +6 +0.4%
BONH
661
Bank of New Hampshire
New Hampshire
$205K -$9.07K -70 -4%
FFC
662
Frederick Financial Consultants
Maryland
$204K +$205K +1,581 New
SA
663
Scarborough Advisors
Maryland
$204K -$7.13K -55 -3%
LSIA
664
LaSalle St. Investment Advisors
Illinois
$203K +$204K +1,578 New
SIM
665
Stratos Investment Management
Ohio
$203K +$204K +1,573 New
NWM
666
Northwest Wealth Management
Iowa
$203K +$204K +1,572 New
CAL
667
Capital Analysts LLC
Pennsylvania
$202K +$35.6K +275 +21%
BWA
668
Bestgate Wealth Advisors
Maryland
$202K +$203K +1,567 New
PWMAG
669
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$203K +1,565 New
BFS
670
BridgePort Financial Solutions
Iowa
$201K +$204K +1,575 New
GWM
671
Geneos Wealth Management
Colorado
$190K +$20.2K +156 +12%
EW
672
Element Wealth
Mississippi
$169K – – –
LFG
673
Larson Financial Group
Missouri
$166K -$259 -2 -0.2%
GWSG
674
GPS Wealth Strategies Group
Colorado
$146K +$59.1K +456 +68%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$142K -$42.6K -329 -23%
25 26
27
28 29