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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Aureum Wealth Management
Florida
$972K +$37.4K +716 +4%
CB
227
Commerce Bank
Missouri
$961K – – –
MIA
228
MainStreet Investment Advisors
Illinois
$958K -$21.4K -410 -2%
NF
229
Napier Financial
Massachusetts
$950K -$22.4K -429 -2%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$947K -$31.9K -610 -3%
BF
231
Benchmark Financial
Delaware
$943K +$90.7K +1,735 +11%
MFA
232
Morling Financial Advisors
California
$936K -$27.1K -519 -3%
MWM
233
Modern Wealth Management
Kansas
$934K +$240K +4,586 +37%
OFP
234
OLIO Financial Planning
Virginia
$925K -$112K -2,146 -11%
HNB
235
Huntington National Bank
Ohio
$911K – – –
B
236
Birchbrook
Maine
$906K -$37.6K -719 -4%
WT
237
Whittier Trust
California
$890K +$13.2K +253 +2%
DWM
238
Diversify Wealth Management
Utah
$889K -$134K -2,555 -13%
DAS
239
Diversify Advisory Services
Utah
$889K +$909K +17,403 New
RA
240
RFG Advisory
Alabama
$865K -$199K -3,811 -19%
AAP
241
Arax Advisory Partners
Colorado
$863K +$706K +13,505 +595%
HR
242
Hardy Reed
Mississippi
$855K – – –
OCA
243
OpenArc Corporate Advisory
Georgia
$854K -$182K -3,486 -18%
FEG
244
Fund Evaluation Group
Ohio
$853K – – –
KP
245
Keel Point
Alabama
$841K +$5.17K +99 +0.6%
SCA
246
Snowden Capital Advisors
New York
$840K -$24.1K -462 -3%
CAL
247
Capital Analysts LLC
Pennsylvania
$838K -$57.7K -1,105 -7%
AAM
248
Ameraudi Asset Management
New York
$836K -$210K -4,018 -21%
WLIM
249
White Lighthouse Investment Management
Massachusetts
$831K -$40.5K -775 -5%
BSWM
250
Boston Standard Wealth Management
Massachusetts
$824K -$44.5K -851 -5%
8 9
10
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