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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
Trust Company
Kansas
$27.5K – – –
DF
727
Dunhill Financial
United Kingdom
$27K +$140 +1 +0.5%
PG
728
Proffitt & Goodson
Tennessee
$26.6K – – –
EWA
729
Elevate Wealth Advisory
Georgia
$25.6K – – –
KG
730
Kilter Group
New York
$25.3K +$8.12K +58 +50%
EWM
731
Evolution Wealth Management
Florida
$24.9K – – –
CIA
732
Cape Investment Advisory
Georgia
$24.5K – – –
SL
733
Salomon & Ludwin
Virginia
$23.6K – – –
CCMI
734
Creative Capital Management Investments
California
$22.4K – – –
CBT
735
Crews Bank & Trust
Florida
$21.8K – – –
BWM
736
Bernard Wealth Management
Michigan
$20.4K – – –
Q1WB
737
Quest 10 Wealth Builders
Virginia
$19.9K – – –
RIL
738
Rothschild Investment LLC
Illinois
$19.2K -$19.2K -137 -51%
CB
739
Community Bank
New York
$18.2K – – –
SRCM
740
Signature Resources Capital Management
California
$17.9K – – –
MAFA
741
MJT & Associates Financial Advisory
Minnesota
$17.6K – – –
MWA
742
Medallion Wealth Advisors
Connecticut
$16.3K – – –
RWM
743
Raffa Wealth Management
District of Columbia
$15.7K – – –
ABWM
744
Alpine Bank Wealth Management
Colorado
$15K +$14.4K +103 New
MFC
745
Morris Financial Concepts
South Carolina
$14.7K +$700 +5 +5%
IWP
746
IAG Wealth Partners
Wisconsin
$14.6K – – –
GWM
747
Grand Wealth Management
Michigan
$14.4K – – –
KSWA
748
Kathleen S. Wright Associates
Pennsylvania
$14.4K – – –
SS
749
Sunbelt Securities
Texas
$13.4K -$83K -593 -87%
UCB
750
United Community Bank
South Carolina
$9.61K +$9.24K +66 New
28 29
30
31 32