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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
701
Ameritas Advisory Services
Nebraska
$79.6K -$121K -865 -61%
AG
702
AmeriFlex Group
Nevada
$79K +$29.1K +208 +62%
NS
703
NBC Securities
Alabama
$78.9K -$121K -865 -61%
FWA
704
Flagship Wealth Advisors
Massachusetts
$77.3K – – –
HIA
705
Harbor Investment Advisory
Maryland
$76.7K – – –
BBHC
706
Brown Brothers Harriman & Co
New York
$74.3K – – –
FFO
707
Fortitude Family Office
Arizona
$64.2K +$20.4K +146 +49%
CA
708
Centerpoint Advisors
Massachusetts
$64K +$10.4K +74 +20%
GIM
709
Glenmede Investment Management
Pennsylvania
$61.4K – – –
GEA
710
Glen Eagle Advisors
New Jersey
$61.4K -$19K -136 -24%
CPG
711
Cornerstone Planning Group
New Jersey
$60.9K -$12.9K -92 -18%
AA
712
Addison Advisors
Vermont
$60.3K +$58K +414 New
AIC
713
Archer Investment Corporation
Indiana
$60.1K – – –
TFA
714
Transamerica Financial Advisors
Florida
$58.2K +$56K +400 New
PFBT
715
Parkside Financial Bank & Trust
Missouri
$56.1K -$25.6K -183 -32%
DFA
716
DHJJ Financial Advisors
Illinois
$53.1K – – –
PWMA
717
Pension & Wealth Management Advisors
Massachusetts
$45.1K +$43.4K +310 New
FFWM
718
Future Financial Wealth Management
Ohio
$43.8K – – –
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.5K -$2.52K -18 -6%
UFPG
720
United Financial Planning Group
New York
$39.2K +$37.7K +269 New
CFO
721
CVA Family Office
Colorado
$37.4K – – –
CJ
722
Caitlin John
Michigan
$36K +$34.6K +247 New
BF
723
BOK Financial
Oklahoma
$33.3K – – –
CWP
724
Concord Wealth Partners
Virginia
$32.3K – – –
BLC
725
Brown, Lisle/Cummings
Rhode Island
$30.4K – – –
27 28
29
30 31