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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
726
Future Financial Wealth Management
Ohio
$38.8K – – –
FFO
727
Fortitude Family Office
Arizona
$38K – – –
RIL
728
Rothschild Investment LLC
Illinois
$37.4K – – –
CT
729
Clearstead Trust
Maine
$35.8K – – –
TAM
730
Tucker Asset Management
Colorado
$35.2K -$7.9K -61 -18%
MCM
731
Mainstream Capital Management
California
$34.5K +$34.7K +268 New
CFS
732
Compass Financial Services
Iowa
$34.1K +$34.3K +265 New
CA
733
Centerpoint Advisors
Massachusetts
$34K +$10.2K +79 +42%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$33.4K – – –
CFO
735
CVA Family Office
Colorado
$33.1K – – –
CJ
736
Caitlin John
Michigan
$31.8K – – –
PMFA
737
Plante Moran Financial Advisors
Michigan
$31.2K +$14K +108 +81%
SWM
738
Sugarloaf Wealth Management
Georgia
$29.5K -$104K -803 -78%
BF
739
BOK Financial
Oklahoma
$29.2K – – –
CWP
740
Concord Wealth Partners
Virginia
$28.6K – – –
RP
741
Rice Partnership
Hawaii
$27.4K -$1.17K -9 -4%
BLC
742
Brown, Lisle/Cummings
Rhode Island
$26.9K – – –
CIA
743
Cape Investment Advisory
Georgia
$26.8K – – –
TC
744
Trust Company
Kansas
$25.1K – – –
CWC
745
Carolinas Wealth Consulting
North Carolina
$24.6K – – –
HC
746
Hurley Capital
New York
$24.5K +$24.4K +188 New
RMP
747
Richards, Merrill & Peterson
Washington
$24.5K +$24.6K +190 New
KFI
748
Key Financial Inc
Pennsylvania
$24.1K – – –
CAWM
749
Capital A Wealth Management
Pennsylvania
$24.1K +$24.2K +187 New
AG
750
AmeriFlex Group
Nevada
$23.6K +$23.2K +179 New
28 29
30
31 32