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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
226
Asset Dedication LLC
California
$286K +$53.1K +1,500 +23%
BJL
227
Brighton Jones LLC
Washington
$286K +$285K +8,034 New
VWA
228
V Wealth Advisors
Kansas
$285K -$552K -15,577 -66%
KM
229
Kalos Management
Georgia
$285K +$261K +7,360 New
FA
230
Forefront Analytics
Pennsylvania
$279K +$277K +7,823 New
MAM
231
Meeder Asset Management
Ohio
$278K -$6.66K -188 -2%
CG
232
Caprock Group
Idaho
$276K – – –
FIA
233
Foundations Investment Advisors
Arizona
$276K +$275K +7,762 New
GC
234
Garde Capital
Washington
$272K +$270K +7,633 New
OBWP
235
O'Brien Wealth Partners
Massachusetts
$270K -$73.4K -2,073 -22%
MA
236
Mutual Advisors
Nebraska
$268K +$13K +366 +5%
HWA
237
Hilltop Wealth Advisors
North Carolina
$266K -$11K -311 -4%
TC
238
Trilogy Capital
California
$265K +$264K +7,448 New
FHC
239
First Heartland Consultants
Missouri
$264K -$15.5K -438 -6%
JFA
240
JNBA Financial Advisors
Minnesota
$264K – – –
JWCA
241
J.W. Cole Advisors
Florida
$263K +$261K +7,379 New
KWM
242
Kingsview Wealth Management
Oregon
$260K -$14.8K -417 -5%
CTA
243
Chesley Taft & Associates
Illinois
$259K – – –
MG
244
Mather Group
Illinois
$257K +$255K +7,209 New
SCA
245
Spearhead Capital Advisors
Florida
$255K +$253K +7,154 New
VC
246
Vicus Capital
Pennsylvania
$251K -$389K -10,991 -61%
CFG
247
Cooper Financial Group
California
$250K +$26.1K +736 +12%
C1AG
248
Client 1st Advisory Group
Florida
$242K -$525K -14,814 -70%
TFO
249
Tarbox Family Office
California
$240K – – –
RFC
250
Regions Financial Corp
Alabama
$240K +$239K +6,744 New
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