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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
CVA Family Office
Colorado
$38.3K – – –
FFO
777
Fortitude Family Office
Arizona
$36.8K -$28.7K -194 -44%
CJ
778
Caitlin John
Michigan
$36.8K – – –
TCM
779
Triumph Capital Management
Colorado
$34.6K +$34.3K +232 New
BF
780
BOK Financial
Oklahoma
$34.1K – – –
CWP
781
Concord Wealth Partners
Virginia
$33.1K – – –
BLC
782
Brown, Lisle/Cummings
Rhode Island
$31.1K – – –
RP
783
Rice Partnership
Hawaii
$30.4K – – –
CP
784
Camelot Portfolios
Ohio
$28.9K +$48.6K +329 New
TC
785
Trust Company
Kansas
$28.2K – – –
PG
786
Proffitt & Goodson
Tennessee
$27.3K – – –
EWA
787
Elevate Wealth Advisory
Georgia
$26.2K – – –
WG
788
Wellington Group
Indiana
$25.9K +$25.7K +174 New
CIA
789
Cape Investment Advisory
Georgia
$25K – – –
EW
790
Elyxium Wealth
California
$25K +$24.8K +168 New
SIS
791
Sound Income Strategies
Florida
$24.3K -$311K -2,106 -93%
CCMI
792
Creative Capital Management Investments
California
$22.9K – – –
SL
793
Salomon & Ludwin
Virginia
$22.7K -$1.48K -10 -6%
BWM
794
Bernard Wealth Management
Michigan
$20.9K – – –
Q1WB
795
Quest 10 Wealth Builders
Virginia
$20.4K – – –
BWM
796
Benson Wealth Management
Tennessee
$20K +$19.8K +134 New
OC
797
Optima Capital
Oregon
$19.8K +$19.7K +133 New
RIL
798
Rothschild Investment LLC
Illinois
$19.7K – – –
GI
799
GAMMA Investing
California
$19.2K -$70.2K -475 -79%
CB
800
Community Bank
New York
$18.6K – – –
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