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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Accredited Wealth Management
Kentucky
$140K +$141K +1,090 New
LWA
677
Lowe Wealth Advisors
Maryland
$138K – – –
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$54.4K -420 -29%
IRAG
679
Investment Research & Advisory Group
Georgia
$130K +$389 +3 +0.3%
TLA
680
Tanglewood Legacy Advisors
Texas
$129K – – –
OC
681
Oarsman Capital
Wisconsin
$128K +$53.9K +416 +72%
ADL
682
Asset Dedication LLC
California
$128K -$42.4K -327 -25%
IRC
683
Investors Research Corp
Georgia
$127K +$22.9K +177 +22%
AWM
684
Avior Wealth Management
Nebraska
$125K +$19.2K +148 +18%
FP
685
Financial Perspectives
Minnesota
$123K +$130 +1 +0.1%
KIM
686
Kestra Investment Management
Texas
$121K +$122K +940 New
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$120K +$121K +934 New
HNB
688
Huntington National Bank
Ohio
$120K – – –
EPW
689
Endeavor Private Wealth
Kansas
$120K +$120K +930 New
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$118K – – –
AWM
691
Abound Wealth Management
Tennessee
$117K +$648 +5 +0.6%
BL
692
Balentine LLC
Georgia
$112K – – –
BFPW
693
BOK Financial Private Wealth
Colorado
$109K – – –
SW
694
SoFi Wealth
California
$107K +$108K +832 New
AT
695
Arlington Trust
Alabama
$106K – – –
JWA
696
JFS Wealth Advisors
Pennsylvania
$99.8K +$7.77K +60 +8%
NC
697
NewSquare Capital
Pennsylvania
$93.7K -$5.31K -41 -5%
WCM
698
Winthrop Capital Management
Indiana
$93K -$1.43K -11 -2%
NRC
699
New Republic Capital
North Carolina
$92.6K – – –
SS
700
Sunbelt Securities
Texas
$88.6K -$1.17K -9 -1%
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