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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
801
Sunbelt Securities
Texas
$15K +$1.33K +9 +10%
GWM
802
Grand Wealth Management
Michigan
$14.7K – – –
MSWM
803
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K +$11.4K +77 New
UCB
804
United Community Bank
South Carolina
$9.83K – – –
OHWP
805
Oak Harbor Wealth Partners
North Carolina
$9.76K +$9.76K +66 New
IWP
806
IAG Wealth Partners
Wisconsin
$9.68K -$5.17K -35 -35%
WAG
807
Wiser Advisor Group
Arizona
$9.54K – – –
FWP
808
FAS Wealth Partners
Kansas
$9.24K – – –
SWA
809
Strategic Wealth Advisors
Arizona
$9K +$9.02K +61 New
CSC
810
Caldwell Sutter Capital
California
$8.64K – – –
AUB
811
Atlantic Union Bankshares
Virginia
$7.15K +$7.1K +48 New
HDIM
812
Hanson & Doremus Investment Management
Vermont
$7K – – –
PWPS
813
Pinnacle Wealth Planning Services
Ohio
$6.7K +$6.65K +45 New
CFO
814
Capitol Family Office
Oregon
$6.11K -$148 -1 -2%
HFS
815
Hantz Financial Services
Michigan
$6K – – –
MWPCG
816
Measured Wealth Private Client Group
New Hampshire
$4.92K +$4.88K +33 New
RWS
817
Retirement Wealth Solutions
Wisconsin
$4.58K – – –
DJSG
818
D.J. St. Germain
Massachusetts
$4.32K – – –
PW
819
Pandora Wealth
Illinois
$3.87K – – –
ETC
820
Exchange Traded Concepts
Oklahoma
$3.73K -$2.07K -14 -36%
DCM
821
Davis Capital Management
Florida
$3.58K +$3.55K +24 New
GCM
822
Gunpowder Capital Management
Maryland
$3.43K +$3.4K +23 New
CMP
823
Coston McIsaac & Partners
Maine
$3K – – –
GIA
824
GHP Investment Advisors
Colorado
$2.98K – – –
GWS
825
Glassman Wealth Services
Virginia
$2.55K – – –
31 32
33
34 35