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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$3.4K – – –
BC
702
Barrett & Company
Rhode Island
$3.02K – – –
SAG
703
Spotlight Asset Group
Illinois
$2.53K +$2.4K +26 New
VF
704
VitalStone Financial
Texas
$2K -$9.51K -103 -80%
GIA
705
GHP Investment Advisors
Colorado
$1.96K -$110K -1,187 -98%
JMF
706
Johnson Midwest Financial
Iowa
$1.95K – – –
RF
707
Robbins Farley
New Hampshire
$1.56K +$92 +1 +7%
MAWA
708
Moss Adams Wealth Advisors
Washington
$202 -$1.2K -13 -87%
SIS
709
Sound Income Strategies
Florida
$71 – – –
BHWM
710
Beaird Harris Wealth Management
Texas
$1 -$10.1K -109 Closed
SMFG
711
Sumitomo Mitsui Financial Group
Japan
– -$88.1M -974,038 Closed
MOS
712
MGO One Seven
Ohio
– -$4.86M -53,680 Closed
BOH
713
Bank of Hawaii
Hawaii
– -$4.18M -46,164 Closed
PAMG
714
Patton Albertson Miller Group
Tennessee
– -$3.6M -39,759 Closed
SIM
715
Seaview Investment Managers
Florida
– -$1.94M -21,471 Closed
MCC
716
Money Concepts Capital
Florida
– -$117K -17,545 Closed
MWA
717
MFA Wealth Advisors
Pennsylvania
– -$1.19M -13,208 Closed
RIG
718
Ramiah Investment Group
Wisconsin
– -$1.03M -11,430 Closed
SWM
719
Seaside Wealth Management
California
– -$887K -9,811 Closed
SP
720
Successful Portfolios
Florida
– -$870K -9,621 Closed
AAS
721
Ameritas Advisory Services
Nebraska
– -$790K -8,697 Closed
DWT
722
Dorsey & Whitney Trust
South Dakota
– -$769K -8,500 Closed
NRI
723
NFP Retirement Inc
California
– -$558K -6,172 Closed
RCG
724
Regatta Capital Group
California
– -$399K -4,704 Closed
AFO
725
Arrowroot Family Office
California
– -$421K -4,653 Closed
27 28
29
30 31