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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
801
Pension & Wealth Management Advisors
Massachusetts
$53K – – –
GEA
802
Glen Eagle Advisors
New Jersey
$46.2K – – –
UFPG
803
United Financial Planning Group
New York
$44.4K – – –
BWS
804
Buck Wealth Strategies
Colorado
$41.6K +$40.2K +254 New
CIAS
805
Capital Investment Advisory Services
North Carolina
$41.6K -$57.9K -366 -59%
CJ
806
Caitlin John
Michigan
$40.4K – – –
FFO
807
Fortitude Family Office
Arizona
$40.4K – – –
TCM
808
Triumph Capital Management
Colorado
$39.3K +$1.26K +8 +3%
KSB
809
Kennebec Savings Bank
Maine
$38.8K +$21.3K +135 +132%
KG
810
Kilter Group
New York
$38K -$158 -1 -0.4%
BF
811
BOK Financial
Oklahoma
$37.5K – – –
CRI
812
Commonwealth Retirement Investments
Virginia
$37.2K +$35.9K +227 New
CWP
813
Concord Wealth Partners
Virginia
$36.3K +$35.1K +222 New
BLC
814
Brown, Lisle/Cummings
Rhode Island
$34.2K – – –
HIA
815
Highland Investment Advisors
Florida
$33.2K +$32.1K +203 New
AG
816
AmeriFlex Group
Nevada
$31.4K – – –
TC
817
Trust Company
Kansas
$30.9K – – –
KFAS
818
Keating Financial Advisory Services
Kansas
$30.6K +$29.6K +187 New
PG
819
Proffitt & Goodson
Tennessee
$30K – – –
CIA
820
Cape Investment Advisory
Georgia
$27.5K +$26.6K +168 New
CCMI
821
Creative Capital Management Investments
California
$25.2K – – –
SNBOSCI
822
Security National Bank of Sioux City Iowa
Iowa
$25K +$24.2K +153 New
SL
823
Salomon & Ludwin
Virginia
$24K -$632 -4 -3%
NS
824
NBC Securities
Alabama
$23.1K – – –
BWM
825
Bernard Wealth Management
Michigan
$22.9K – – –
31 32
33
34 35