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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
651
Commonwealth Financial Services
West Virginia
$224K – – –
FFC
652
Frederick Financial Consultants
Maryland
$222K – – –
AT
653
Arlington Trust
Alabama
$221K – – –
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$221K +$182K +1,299 +590%
JWA
655
JFS Wealth Advisors
Pennsylvania
$218K +$56.3K +402 +37%
BFA
656
Bragg Financial Advisors
North Carolina
$217K – – –
PC
657
Pecaut & Co
Iowa
$215K -$7.98K -57 -4%
CCMG
658
Clark Capital Management Group
Pennsylvania
$215K +$207K +1,475 New
NA
659
Novus Advisors
South Carolina
$214K -$74.5K -532 -27%
MFIM
660
Mesirow Financial Investment Management
Illinois
$212K +$204K +1,458 New
AWMNY
661
Arcadia Wealth Management (New York)
New York
$210K +$202K +1,441 New
CWM
662
Centurion Wealth Management
Virginia
$207K +$200K +1,425 New
WGC
663
Watts Gwilliam & Co
Arizona
$205K – – –
OPPS
664
Obsidian Personal Planning Solutions
Maryland
$204K -$23K -164 -11%
SFMG
665
Sage Financial Management Group
Virginia
$204K +$196K +1,399 New
HPC
666
Hobart Private Capital
North Carolina
$203K +$195K +1,394 New
GF
667
GGM Financials
Ohio
$203K +$195K +1,393 New
OC
668
Oarsman Capital
Wisconsin
$202K +$195K +1,390 New
RTC
669
Real Talk Capital
Tennessee
$201K +$193K +1,379 New
IRC
670
Investors Research Corp
Georgia
$196K +$8.68K +62 +5%
BONH
671
Bank of New Hampshire
New Hampshire
$192K – – –
BCWM
672
Bartlett & Co Wealth Management
Ohio
$188K – – –
SWP
673
Strategic Wealth Partners
Ohio
$185K – – –
SC
674
SouthState Corp
Florida
$182K +$175K +1,247 New
LWA
675
Lowe Wealth Advisors
Maryland
$181K +$23.5K +168 +16%
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