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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
801
Signature Resources Capital Management
California
$18.3K – – –
MAFA
802
MJT & Associates Financial Advisory
Minnesota
$18K – – –
MWA
803
Medallion Wealth Advisors
Connecticut
$16.7K – – –
RWM
804
Raffa Wealth Management
District of Columbia
$16.1K – – –
SS
805
Sunbelt Securities
Texas
$15K +$1.33K +9 +10%
GWM
806
Grand Wealth Management
Michigan
$14.7K – – –
MSWM
807
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K +$11.4K +77 New
UCB
808
United Community Bank
South Carolina
$9.83K – – –
OHWP
809
Oak Harbor Wealth Partners
North Carolina
$9.76K +$9.76K +66 New
IWP
810
IAG Wealth Partners
Wisconsin
$9.68K -$5.17K -35 -35%
WAG
811
Wiser Advisor Group
Arizona
$9.54K – – –
FWP
812
FAS Wealth Partners
Kansas
$9.24K – – –
SWA
813
Strategic Wealth Advisors
Arizona
$9K +$9.02K +61 New
CSC
814
Caldwell Sutter Capital
California
$8.64K – – –
AUB
815
Atlantic Union Bankshares
Virginia
$7.15K +$7.1K +48 New
HDIM
816
Hanson & Doremus Investment Management
Vermont
$7K – – –
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$6.7K +$6.65K +45 New
CFO
818
Capitol Family Office
Oregon
$6.11K -$148 -1 -2%
HFS
819
Hantz Financial Services
Michigan
$6K – – –
MWPCG
820
Measured Wealth Private Client Group
New Hampshire
$4.92K +$4.88K +33 New
RWS
821
Retirement Wealth Solutions
Wisconsin
$4.58K – – –
DJSG
822
D.J. St. Germain
Massachusetts
$4.32K – – –
PW
823
Pandora Wealth
Illinois
$3.87K – – –
ETC
824
Exchange Traded Concepts
Oklahoma
$3.73K -$2.07K -14 -36%
DCM
825
Davis Capital Management
Florida
$3.58K +$3.55K +24 New
31 32
33
34 35