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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
651
GPS Wealth Strategies Group
Colorado
$138K – – –
JWA
652
JFS Wealth Advisors
Pennsylvania
$136K +$43.7K +339 +44%
LFG
653
Larson Financial Group
Missouri
$133K -$25.8K -200 -15%
AWM
654
Accredited Wealth Management
Kentucky
$133K – – –
LWA
655
Lowe Wealth Advisors
Maryland
$131K – – –
IRAG
656
Investment Research & Advisory Group
Georgia
$123K +$386 +3 +0.3%
TLA
657
Tanglewood Legacy Advisors
Texas
$122K – – –
M
658
MOTCO
Texas
$118K +$75.2K +584 +151%
FP
659
Financial Perspectives
Minnesota
$116K – – –
HNB
660
Huntington National Bank
Ohio
$114K – – –
AWM
661
Abound Wealth Management
Tennessee
$110K -$644 -5 -0.6%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$108K -$4.38K -34 -4%
BL
663
Balentine LLC
Georgia
$106K – – –
BFPW
664
BOK Financial Private Wealth
Colorado
$104K – – –
NC
665
NewSquare Capital
Pennsylvania
$100K +$12.2K +95 +13%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97.6K -$23.2K -180 -18%
NSG
667
Nalls Sherbakoff Group
Tennessee
$95.8K +$101K +786 New
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$95.1K -$19.8K -154 -16%
ADL
669
Asset Dedication LLC
California
$93.4K -$29.6K -230 -23%
HT
670
Headlands Technologies
Illinois
$91.3K +$96.5K +749 New
WCM
671
Winthrop Capital Management
Indiana
$88K – – –
NRC
672
New Republic Capital
North Carolina
$87.7K – – –
FWA
673
FSC Wealth Advisors
New York
$82.5K +$87.2K +677 New
GEA
674
Glen Eagle Advisors
New Jersey
$78.9K -$3.99K -31 -5%
SFGP
675
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.2K – – –
25 26
27
28 29