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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
701
Concord Wealth Partners
Virginia
$27.1K – – –
CSPIA
702
Cary Street Partners Investment Advisory
Virginia
$26.5K -$35.7K -277 -56%
RP
703
Rice Partnership
Hawaii
$26K – – –
BLC
704
Brown, Lisle/Cummings
Rhode Island
$25.5K – – –
WCM
705
WealthTrak Capital Management
Virginia
$24.3K +$6.44K +50 +34%
TC
706
Trust Company
Kansas
$23.7K – – –
CWC
707
Carolinas Wealth Consulting
North Carolina
$23.3K – – –
RMP
708
Richards, Merrill & Peterson
Washington
$23.2K – – –
KFI
709
Key Financial Inc
Pennsylvania
$22.8K – – –
DF
710
Dunhill Financial
United Kingdom
$22.5K +$4.38K +34 +23%
PG
711
Proffitt & Goodson
Tennessee
$22.3K +$23.6K +183 New
SIC
712
Salem Investment Counselors
North Carolina
$21.5K – – –
EWA
713
Elevate Wealth Advisory
Georgia
$21.5K – – –
CIA
714
Cape Investment Advisory
Georgia
$20.5K -$5.15K -40 -19%
RIL
715
Rothschild Investment LLC
Illinois
$20.1K -$16.1K -125 -43%
SL
716
Salomon & Ludwin
Virginia
$19.6K – – –
CRFG
717
Columbia River Financial Group
Washington
$19K +$20.3K +158 New
CCMI
718
Creative Capital Management Investments
California
$18.8K – – –
NP
719
NorthRock Partners
Minnesota
$18.3K -$31.9K -248 -62%
CBT
720
Crews Bank & Trust
Florida
$18.3K – – –
DRP
721
Decker Retirement Planning
Utah
$17.7K – – –
ACA
722
Atlas Capital Advisors
Wyoming
$17.4K – – –
BWM
723
Bernard Wealth Management
Michigan
$17.1K – – –
Q1WB
724
Quest 10 Wealth Builders
Virginia
$16.7K – – –
KGP
725
Keystone Global Partners
Colorado
$15.5K +$16.4K +127 New
27 28
29
30 31