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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Advyzon Investment Management
Illinois
$215K +$214K +1,446 New
AWMNY
702
Arcadia Wealth Management (New York)
New York
$215K – – –
IFWM
703
Institute for Wealth Management
Colorado
$214K -$7.04M -47,634 -97%
AO
704
Advisor OS
Illinois
$211K +$210K +1,418 New
IRC
705
Investors Research Corp
Georgia
$211K +$11.1K +75 +6%
CA
706
Capital Advantage
California
$211K +$209K +1,415 New
EL
707
Essex LLC
Illinois
$210K +$208K +1,410 New
AWA
708
Alta Wealth Advisors
Massachusetts
$209K +$207K +1,402 New
FWM
709
Foguth Wealth Management
Michigan
$209K +$207K +1,400 New
SFMG
710
Sage Financial Management Group
Virginia
$208K – – –
GF
711
GGM Financials
Ohio
$208K +$444 +3 +0.2%
NA
712
Novus Advisors
South Carolina
$208K -$11.2K -76 -5%
HPC
713
Hobart Private Capital
North Carolina
$208K – – –
RTC
714
Real Talk Capital
Tennessee
$205K -$887 -6 -0.4%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$203K -$29.6K -200 -13%
EP
716
Edgestream Partners
New Jersey
$203K +$202K +1,363 New
AFP
717
Advus Financial Partners
Florida
$203K +$201K +1,362 New
FA
718
Fiduciary Alliance
South Carolina
$202K +$201K +1,359 New
JWM
719
Jackson Wealth Management
Florida
$202K +$201K +1,359 New
OC
720
Oarsman Capital
Wisconsin
$201K -$5.62K -38 -3%
FCA
721
Fortis Capital Advisors
Kansas
$200K +$198K +1,342 New
BONH
722
Bank of New Hampshire
New Hampshire
$197K – – –
BCWM
723
Bartlett & Co Wealth Management
Ohio
$193K – – –
SWP
724
Strategic Wealth Partners
Ohio
$190K – – –
AWM
725
Abound Wealth Management
Tennessee
$163K +$28.7K +194 +22%
27 28
29
30 31