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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Accredited Wealth Management
Kentucky
$133K – – –
LWA
652
Lowe Wealth Advisors
Maryland
$131K – – –
IRAG
653
Investment Research & Advisory Group
Georgia
$123K +$386 +3 +0.3%
TLA
654
Tanglewood Legacy Advisors
Texas
$122K – – –
M
655
MOTCO
Texas
$118K +$75.2K +584 +151%
FP
656
Financial Perspectives
Minnesota
$116K – – –
HNB
657
Huntington National Bank
Ohio
$114K – – –
AWM
658
Abound Wealth Management
Tennessee
$110K -$644 -5 -0.6%
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$108K -$4.38K -34 -4%
BL
660
Balentine LLC
Georgia
$106K – – –
BFPW
661
BOK Financial Private Wealth
Colorado
$104K – – –
NC
662
NewSquare Capital
Pennsylvania
$100K +$12.2K +95 +13%
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97.6K -$23.2K -180 -18%
NSG
664
Nalls Sherbakoff Group
Tennessee
$95.8K +$101K +786 New
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$95.1K -$19.8K -154 -16%
ADL
666
Asset Dedication LLC
California
$93.4K -$29.6K -230 -23%
HT
667
Headlands Technologies
Illinois
$91.3K +$96.5K +749 New
WCM
668
Winthrop Capital Management
Indiana
$88K – – –
NRC
669
New Republic Capital
North Carolina
$87.7K – – –
FWA
670
FSC Wealth Advisors
New York
$82.5K +$87.2K +677 New
GEA
671
Glen Eagle Advisors
New Jersey
$78.9K -$3.99K -31 -5%
SFGP
672
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.2K – – –
FWA
673
Flagship Wealth Advisors
Massachusetts
$74.2K -$901 -7 -1%
GI
674
GAMMA Investing
California
$73.6K +$17.3K +134 +29%
CFFP
675
Center for Financial Planning
Michigan
$71.7K – – –
25 26
27
28 29