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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
751
JNBA Financial Advisors
Minnesota
$50.1K -$82.3K -556 -61%
PWMA
752
Pension & Wealth Management Advisors
Massachusetts
$45.7K +$1.92K +13 +4%
WG
753
Wellington Group
Indiana
$43K +$19.2K +130 +75%
EWM
754
Evolution Wealth Management
Florida
$40.6K +$740 +5 +2%
GEA
755
Glen Eagle Advisors
New Jersey
$39.9K – – –
UFPG
756
United Financial Planning Group
New York
$38.3K +$148 +1 +0.4%
FFO
757
Fortitude Family Office
Arizona
$34.9K – – –
CJ
758
Caitlin John
Michigan
$34.9K – – –
KG
759
Kilter Group
New York
$33K -$4.59K -31 -12%
TCM
760
Triumph Capital Management
Colorado
$32.8K – – –
BF
761
BOK Financial
Oklahoma
$32.4K – – –
BLC
762
Brown, Lisle/Cummings
Rhode Island
$29.6K – – –
RP
763
Rice Partnership
Hawaii
$28.9K – – –
AG
764
AmeriFlex Group
Nevada
$27.1K -$11.8K -80 -29%
TC
765
Trust Company
Kansas
$26.7K – – –
PG
766
Proffitt & Goodson
Tennessee
$25.9K – – –
EWA
767
Elevate Wealth Advisory
Georgia
$24.9K – – –
SIS
768
Sound Income Strategies
Florida
$23K – – –
CCMI
769
Creative Capital Management Investments
California
$21.8K – – –
SL
770
Salomon & Ludwin
Virginia
$21.5K – – –
NS
771
NBC Securities
Alabama
$19.9K -$59.3K -401 -74%
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.8K -$22.5K -152 -52%
BWM
773
Bernard Wealth Management
Michigan
$19.8K – – –
BWM
774
Benson Wealth Management
Tennessee
$18.9K – – –
Q1WB
775
Quest 10 Wealth Builders
Virginia
$18.8K -$592 -4 -3%
29 30
31
32 33