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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Cape Investment Advisory
Georgia
$29.1K -$345 -3 -1%
CWP
702
Concord Wealth Partners
Virginia
$26.5K -$18.7K -163 -42%
RP
703
Rice Partnership
Hawaii
$26.5K – – –
FCA
704
FinTrust Capital Advisors
South Carolina
$25.4K +$13K +113 +113%
BLC
705
Brown, Lisle/Cummings
Rhode Island
$24.9K – – –
NP
706
NorthRock Partners
Minnesota
$23.9K -$17.3K -151 -43%
TC
707
Trust Company
Kansas
$23.2K – – –
CWC
708
Carolinas Wealth Consulting
North Carolina
$22.8K – – –
KFI
709
Key Financial Inc
Pennsylvania
$22.3K – – –
CA
710
Centerpoint Advisors
Massachusetts
$22K +$1.95K +17 +10%
SIC
711
Salem Investment Counselors
North Carolina
$21K -$15.5K -135 -43%
EWA
712
Elevate Wealth Advisory
Georgia
$21K – – –
KFS
713
Kelly Financial Services
Massachusetts
$19.5K -$17.5K -152 -48%
SL
714
Salomon & Ludwin
Virginia
$19.2K – – –
WIA
715
Wetzel Investment Advisors
Indiana
$18.9K – – –
CCMI
716
Creative Capital Management Investments
California
$18.4K – – –
DF
717
Dunhill Financial
United Kingdom
$17.9K +$17.2K +150 New
ACA
718
Atlas Capital Advisors
Wyoming
$17.1K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$16K – – –
RWM
720
Raffa Wealth Management
District of Columbia
$15.2K – – –
SSB
721
Sandy Spring Bank
Maryland
$14.9K -$22.2K -193 -61%
CB
722
Community Bank
New York
$14.9K – – –
SRCM
723
Signature Resources Capital Management
California
$14.7K -$122K -1,060 -90%
ETS
724
ESL Trust Services
New York
$13.7K – – –
GFPC
725
Global Financial Private Client
Florida
$12.1K -$33.8K -294 -74%
27 28
29
30 31