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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
676
JFS Wealth Advisors
Pennsylvania
$148K -$2.62K -21 -2%
LWA
677
Lowe Wealth Advisors
Maryland
$145K – – –
IRAG
678
Investment Research & Advisory Group
Georgia
$137K +$250 +2 +0.2%
TLA
679
Tanglewood Legacy Advisors
Texas
$135K – – –
FP
680
Financial Perspectives
Minnesota
$129K – – –
HNB
681
Huntington National Bank
Ohio
$126K – – –
AWM
682
Abound Wealth Management
Tennessee
$122K – – –
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$120K – – –
BL
684
Balentine LLC
Georgia
$118K – – –
AWM
685
Accredited Wealth Management
Kentucky
$117K -$28.1K -225 -21%
BFPW
686
BOK Financial Private Wealth
Colorado
$115K – – –
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K – – –
NC
688
NewSquare Capital
Pennsylvania
$111K – – –
ADL
689
Asset Dedication LLC
California
$108K +$3.75K +30 +4%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$106K – – –
MIA
691
MeadowBrook Investment Advisors
Michigan
$101K +$93.1K +746 New
ETC
692
Exchange Traded Concepts
Oklahoma
$100K +$92.5K +741 New
NRC
693
New Republic Capital
North Carolina
$97.3K – – –
WCM
694
Winthrop Capital Management
Indiana
$97K – – –
CT
695
Clearstead Trust
Maine
$89.2K +$47.6K +381 +137%
SS
696
Sunbelt Securities
Texas
$88.2K +$75.5K +605 +756%
GI
697
GAMMA Investing
California
$81.7K – – –
CFFP
698
Center for Financial Planning
Michigan
$79.6K – – –
PFBT
699
Parkside Financial Bank & Trust
Missouri
$76.9K – – –
HT
700
Headlands Technologies
Illinois
$76K -$23.3K -187 -25%
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