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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
676
Investment Research & Advisory Group
Georgia
$137K +$250 +2 +0.2%
TLA
677
Tanglewood Legacy Advisors
Texas
$135K – – –
FP
678
Financial Perspectives
Minnesota
$129K – – –
HNB
679
Huntington National Bank
Ohio
$126K – – –
AWM
680
Abound Wealth Management
Tennessee
$122K – – –
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$120K – – –
BL
682
Balentine LLC
Georgia
$118K – – –
AWM
683
Accredited Wealth Management
Kentucky
$117K -$28.1K -225 -21%
BFPW
684
BOK Financial Private Wealth
Colorado
$115K – – –
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K – – –
NC
686
NewSquare Capital
Pennsylvania
$111K – – –
ADL
687
Asset Dedication LLC
California
$108K +$3.75K +30 +4%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$106K – – –
MIA
689
MeadowBrook Investment Advisors
Michigan
$101K +$93.1K +746 New
ETC
690
Exchange Traded Concepts
Oklahoma
$100K +$92.5K +741 New
NRC
691
New Republic Capital
North Carolina
$97.3K – – –
WCM
692
Winthrop Capital Management
Indiana
$97K – – –
CT
693
Clearstead Trust
Maine
$89.2K +$47.6K +381 +137%
SS
694
Sunbelt Securities
Texas
$88.2K +$75.5K +605 +756%
GI
695
GAMMA Investing
California
$81.7K – – –
CFFP
696
Center for Financial Planning
Michigan
$79.6K – – –
PFBT
697
Parkside Financial Bank & Trust
Missouri
$76.9K – – –
HT
698
Headlands Technologies
Illinois
$76K -$23.3K -187 -25%
RA
699
Rise Advisors
New York
$75.5K +$125 +1 +0.2%
GEA
700
Glen Eagle Advisors
New Jersey
$75.4K -$11.1K -89 -14%
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