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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
226
Halbert Hargrove Global Advisors
California
$887K +$67.1K +1,509 +8%
BDFN
227
Bond & Devick Financial Network
Minnesota
$883K -$1.42K -32 -0.2%
MG
228
Mather Group
Illinois
$873K +$61.1K +1,374 +7%
RJT
229
Raymond James Trust
Florida
$868K +$46.8K +1,052 +6%
JMPWA
230
JP Morgan Private Wealth Advisors
California
$846K +$82.5K +1,856 +10%
RZH
231
Relyea Zuckerberg Hanson
Connecticut
$826K +$4.67K +105 +0.6%
GIA
232
Goodwin Investment Advisory
Georgia
$824K -$40.7K -915 -5%
SDWMA
233
Schneider Downs Wealth Management Advisors
Pennsylvania
$813K
IA
234
IFP Advisors
Florida
$806K -$660K -14,836 -44%
SP
235
Successful Portfolios
Florida
$787K -$186K -4,187 -19%
MIM
236
Macroview Investment Management
Maryland
$764K +$29K +653 +4%
PCG
237
Private Capital Group
Connecticut
$757K -$1.01M -22,687 -56%
YIH
238
Y-Intercept (HK)
Hong Kong
$734K +$757K +17,021 New
FCA
239
FinTrust Capital Advisors
South Carolina
$733K -$244K -5,488 -24%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$731K +$35.3K +793 +5%
HIM
241
Hanlon Investment Management
New Jersey
$726K -$188K -4,227 -20%
Cerity Partners
242
Cerity Partners
New York
$722K +$31.6K +711 +4%
RF
243
RHS Financial
California
$710K -$108K -2,430 -13%
PIA
244
Perennial Investment Advisors
California
$702K +$69.1K +1,553 +11%
RW
245
Rede Wealth
Virginia
$695K +$47.4K +1,066 +7%
PWA
246
Physician Wealth Advisors
Utah
$693K +$42.6K +958 +6%
IFWM
247
Institute for Wealth Management
Colorado
$693K +$164K +3,693 +30%
KA
248
Kovack Advisors
Florida
$675K -$4.76K -107 -0.7%
Principal Financial Group
249
Principal Financial Group
Iowa
$671K -$96.5K -2,169 -12%
DWT
250
Dorsey & Whitney Trust
South Dakota
$666K +$147K +3,300 +27%