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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWWM
701
Curry Webb Wealth Management
Indiana
$245K +$158 +1 +0.1%
SPC
702
Sigma Planning Corp
Michigan
$245K – – –
NRG
703
Nemes Rush Group
Michigan
$245K -$157K -996 -40%
VW
704
Vantus Wealth
Pennsylvania
$243K +$235K +1,484 New
IAN
705
Integrated Advisors Network
Texas
$242K -$102K -644 -30%
AWC
706
Abundance Wealth Counselors
Pennsylvania
$241K +$232K +1,470 New
MFIM
707
Mesirow Financial Investment Management
Illinois
$239K – – –
SFS
708
Security Financial Services
Indiana
$238K -$16.3K -103 -7%
EL
709
Essex LLC
Illinois
$237K +$2.21K +14 +1%
GLLW
710
Graves Light Lenhart Wealth
Virginia
$236K – – –
AWMNY
711
Arcadia Wealth Management (New York)
New York
$236K – – –
NS
712
Northland Securities
Minnesota
$235K -$229K -1,447 -50%
AO
713
Advisor OS
Illinois
$233K +$158 +1 +0.1%
AAS
714
Ameritas Advisory Services
Nebraska
$232K +$225K +1,420 New
CA
715
Capital Advantage
California
$232K – – –
CFG
716
Cooper Financial Group
California
$231K -$2.85K -18 -1%
BAMG
717
Brand Asset Management Group
Missouri
$230K +$223K +1,408 New
AOWM
718
Asset One Wealth Management
Washington
$230K +$219K +1,387 New
GF
719
GGM Financials
Ohio
$229K +$316 +2 +0.1%
GSB
720
Greenfield Savings Bank
Massachusetts
$229K +$221K +1,400 New
MWP
721
Madison Wealth Partners
Wisconsin
$225K +$217K +1,375 New
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$216K +1,365 New
ISFAN
723
Investor's Fiduciary Advisor Network
Washington
$223K -$1.63M -10,298 -88%
GC
724
Guilbault Capital
Louisiana
$219K +$212K +1,339 New
NA
725
Novus Advisors
South Carolina
$219K +$211K +1,337 New
27 28
29
30 31