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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
776
BOK Financial
Oklahoma
$34.1K – – –
CWP
777
Concord Wealth Partners
Virginia
$33.1K – – –
BLC
778
Brown, Lisle/Cummings
Rhode Island
$31.1K – – –
RP
779
Rice Partnership
Hawaii
$30.4K – – –
CP
780
Camelot Portfolios
Ohio
$28.9K +$48.6K +329 New
TC
781
Trust Company
Kansas
$28.2K – – –
PG
782
Proffitt & Goodson
Tennessee
$27.3K – – –
EWA
783
Elevate Wealth Advisory
Georgia
$26.2K – – –
WG
784
Wellington Group
Indiana
$25.9K +$25.7K +174 New
CIA
785
Cape Investment Advisory
Georgia
$25K – – –
EW
786
Elyxium Wealth
California
$25K +$24.8K +168 New
SIS
787
Sound Income Strategies
Florida
$24.3K -$311K -2,106 -93%
CCMI
788
Creative Capital Management Investments
California
$22.9K – – –
SL
789
Salomon & Ludwin
Virginia
$22.7K -$1.48K -10 -6%
BWM
790
Bernard Wealth Management
Michigan
$20.9K – – –
Q1WB
791
Quest 10 Wealth Builders
Virginia
$20.4K – – –
BWM
792
Benson Wealth Management
Tennessee
$20K +$19.8K +134 New
OC
793
Optima Capital
Oregon
$19.8K +$19.7K +133 New
RIL
794
Rothschild Investment LLC
Illinois
$19.7K – – –
GI
795
GAMMA Investing
California
$19.2K -$70.2K -475 -79%
CB
796
Community Bank
New York
$18.6K – – –
SRCM
797
Signature Resources Capital Management
California
$18.3K – – –
MAFA
798
MJT & Associates Financial Advisory
Minnesota
$18K – – –
MWA
799
Medallion Wealth Advisors
Connecticut
$16.7K – – –
RWM
800
Raffa Wealth Management
District of Columbia
$16.1K – – –
30 31
32
33 34