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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
726
Rice Partnership
Hawaii
$29.7K -$1.26K -9 -4%
TC
727
Trust Company
Kansas
$27.5K – – –
DF
728
Dunhill Financial
United Kingdom
$27K +$140 +1 +0.5%
PG
729
Proffitt & Goodson
Tennessee
$26.6K – – –
EWA
730
Elevate Wealth Advisory
Georgia
$25.6K – – –
KG
731
Kilter Group
New York
$25.3K +$8.12K +58 +50%
EWM
732
Evolution Wealth Management
Florida
$24.9K – – –
CIA
733
Cape Investment Advisory
Georgia
$24.5K – – –
SL
734
Salomon & Ludwin
Virginia
$23.6K – – –
CCMI
735
Creative Capital Management Investments
California
$22.4K – – –
CBT
736
Crews Bank & Trust
Florida
$21.8K – – –
BWM
737
Bernard Wealth Management
Michigan
$20.4K – – –
Q1WB
738
Quest 10 Wealth Builders
Virginia
$19.9K – – –
RIL
739
Rothschild Investment LLC
Illinois
$19.2K -$19.2K -137 -51%
CB
740
Community Bank
New York
$18.2K – – –
SRCM
741
Signature Resources Capital Management
California
$17.9K – – –
MAFA
742
MJT & Associates Financial Advisory
Minnesota
$17.6K – – –
MWA
743
Medallion Wealth Advisors
Connecticut
$16.3K – – –
RWM
744
Raffa Wealth Management
District of Columbia
$15.7K – – –
ABWM
745
Alpine Bank Wealth Management
Colorado
$15K +$14.4K +103 New
MFC
746
Morris Financial Concepts
South Carolina
$14.7K +$700 +5 +5%
IWP
747
IAG Wealth Partners
Wisconsin
$14.6K – – –
GWM
748
Grand Wealth Management
Michigan
$14.4K – – –
KSWA
749
Kathleen S. Wright Associates
Pennsylvania
$14.4K – – –
SS
750
Sunbelt Securities
Texas
$13.4K -$83K -593 -87%
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30
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