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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Fermata Advisors
California
$208K – – –
GWMR
652
GC Wealth Management RIA
Massachusetts
$207K +$208K +1,609 New
MADFP
653
Michael A Dubis Financial Planning
Wisconsin
$207K +$208K +1,605 New
PAWA
654
Palo Alto Wealth Advisors
California
$207K +$648 +5 +0.3%
OPPS
655
Obsidian Personal Planning Solutions
Maryland
$207K -$6.87K -53 -3%
DFA
656
Davies Financial Advisors
California
$206K – – –
AWM
657
Aprio Wealth Management
Georgia
$206K +$648 +5 +0.3%
TCM
658
TD Capital Management
Tennessee
$205K +$777 +6 +0.4%
BONH
659
Bank of New Hampshire
New Hampshire
$205K -$9.07K -70 -4%
FFC
660
Frederick Financial Consultants
Maryland
$204K +$205K +1,581 New
SA
661
Scarborough Advisors
Maryland
$204K -$7.13K -55 -3%
LSIA
662
LaSalle St. Investment Advisors
Illinois
$203K +$204K +1,578 New
SIM
663
Stratos Investment Management
Ohio
$203K +$204K +1,573 New
NWM
664
Northwest Wealth Management
Iowa
$203K +$204K +1,572 New
CAL
665
Capital Analysts LLC
Pennsylvania
$202K +$35.6K +275 +21%
BWA
666
Bestgate Wealth Advisors
Maryland
$202K +$203K +1,567 New
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$203K +1,565 New
BFS
668
BridgePort Financial Solutions
Iowa
$201K +$204K +1,575 New
GWM
669
Geneos Wealth Management
Colorado
$190K +$20.2K +156 +12%
EW
670
Element Wealth
Mississippi
$169K – – –
LFG
671
Larson Financial Group
Missouri
$166K -$259 -2 -0.2%
GWSG
672
GPS Wealth Strategies Group
Colorado
$146K +$59.1K +456 +68%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$142K -$42.6K -329 -23%
AWM
674
Accredited Wealth Management
Kentucky
$140K +$141K +1,090 New
LWA
675
Lowe Wealth Advisors
Maryland
$138K – – –
25 26
27
28 29