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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
751
Salem Investment Counselors
North Carolina
$22.7K – – –
EWA
752
Elevate Wealth Advisory
Georgia
$22.7K – – –
SL
753
Salomon & Ludwin
Virginia
$20.7K – – –
CCMI
754
Creative Capital Management Investments
California
$19.8K – – –
DF
755
Dunhill Financial
United Kingdom
$19.5K – – –
CBT
756
Crews Bank & Trust
Florida
$19.3K +$19.4K +150 New
WCM
757
WealthTrak Capital Management
Virginia
$19.2K +$19.3K +149 New
DRP
758
Decker Retirement Planning
Utah
$18.7K +$18.8K +145 New
ACA
759
Atlas Capital Advisors
Wyoming
$18.4K – – –
BWM
760
Bernard Wealth Management
Michigan
$18K +$18.1K +140 New
Q1WB
761
Quest 10 Wealth Builders
Virginia
$17.6K +$17.7K +137 New
FDW
762
Fourth Dimension Wealth
Ohio
$17K +$17.1K +132 New
SSB
763
Sandy Spring Bank
Maryland
$16.1K – – –
CB
764
Community Bank
New York
$16.1K – – –
SRCM
765
Signature Resources Capital Management
California
$15.8K – – –
RWM
766
Ruedi Wealth Management
Illinois
$15.2K +$2.85K +22 +23%
MWA
767
Medallion Wealth Advisors
Connecticut
$14.4K +$14.5K +112 New
RWM
768
Raffa Wealth Management
District of Columbia
$13.8K -$2.59K -20 -16%
IWP
769
IAG Wealth Partners
Wisconsin
$12.9K -$13.6K -105 -51%
GFPC
770
Global Financial Private Client
Florida
$12.8K -$259 -2 -2%
GWM
771
Grand Wealth Management
Michigan
$12.8K – – –
FFC
772
First Financial Corp
Indiana
$10.7K – – –
MFC
773
Morris Financial Concepts
South Carolina
$9.4K – – –
FWP
774
FAS Wealth Partners
Kansas
$7.99K +$8.03K +62 New
LFA
775
LGT Financial Advisors
Texas
$7.86K -$45.7K -353 -85%
29 30
31
32 33