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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
676
LGT Financial Advisors
Texas
$52.2K +$4.61K +38 +10%
CPG
677
Cornerstone Planning Group
New Jersey
$52.2K -$103K -849 -67%
AIC
678
Archer Investment Corporation
Indiana
$52K – – –
HR
679
Howe & Rusling
New York
$46.5K +$44.8K +369 New
DFA
680
DHJJ Financial Advisors
Illinois
$46.1K – – –
TAM
681
Tucker Asset Management
Colorado
$42.1K -$50K -412 -55%
IHWM
682
Iron Horse Wealth Management
Iowa
$39.5K – – –
FAM
683
Family Asset Management
South Carolina
$38.7K -$121 -1 -0.3%
FFWM
684
Future Financial Wealth Management
Ohio
$38K +$36.5K +301 New
FFO
685
Fortitude Family Office
Arizona
$37.2K – – –
RIL
686
Rothschild Investment LLC
Illinois
$36.6K – – –
PP
687
PrairieView Partners
Minnesota
$36K – – –
CT
688
Clearstead Trust
Maine
$35.1K – – –
PFBT
689
Parkside Financial Bank & Trust
Missouri
$32.7K – – –
CJ
690
Caitlin John
Michigan
$32.5K – – –
CFO
691
CVA Family Office
Colorado
$32.4K – – –
BF
692
BOK Financial
Oklahoma
$28.6K +$27.8K +229 New
CWP
693
Concord Wealth Partners
Virginia
$28K – – –
RP
694
Rice Partnership
Hawaii
$28K – – –
FCA
695
FinTrust Capital Advisors
South Carolina
$26.9K – – –
BLC
696
Brown, Lisle/Cummings
Rhode Island
$26.4K – – –
CIA
697
Cape Investment Advisory
Georgia
$26.2K -$4.37K -36 -15%
IWP
698
IAG Wealth Partners
Wisconsin
$25.9K -$33.4K -275 -57%
NP
699
NorthRock Partners
Minnesota
$25.2K – – –
TC
700
Trust Company
Kansas
$24.6K – – –
26 27
28
29 30