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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
226
Montecito Bank & Trust
California
$626K -$7.21K -211 -1%
PL
227
Plancorp LLC
Missouri
$613K +$4.44K +130 +0.8%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$606K -$573K -16,773 -50%
PA
229
Parkside Advisors
California
$600K – – –
WT
230
Whittier Trust
California
$587K – – –
WBG
231
Wharton Business Group
Pennsylvania
$582K – – –
APW
232
Austin Private Wealth
Texas
$577K +$12.5K +365 +2%
LFG
233
Larson Financial Group
Missouri
$573K -$1.88K -55 -0.3%
MOS
234
MGO One Seven
Ohio
$571K +$4.92K +144 +0.9%
CFGA
235
Cambridge Financial Group (Arizona)
Arizona
$569K -$20.7K -606 -4%
OFP
236
OLIO Financial Planning
Virginia
$567K – – –
MFA
237
Morling Financial Advisors
California
$565K +$5.26K +154 +1%
FWP
238
Falcon Wealth Planning
California
$562K +$55.6K +1,629 +12%
SPL
239
Smart Portfolios LLC
Washington
$556K -$13K -380 -2%
AA
240
Addison Advisors
Vermont
$552K -$15.4K -450 -3%
SWG
241
Summit Wealth Group
Vermont
$552K +$16.2K +474 +3%
MWP
242
Meridian Wealth Partners
Pennsylvania
$548K -$106K -3,096 -17%
PP
243
PDS Planning
Ohio
$548K +$199K +5,839 +63%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$541K -$11.1K -324 -2%
BIA
245
Bell Investment Advisors
California
$538K +$11.2K +329 +2%
FPCP
246
Fort Point Capital Partners
California
$537K -$4K -117 -0.8%
KP
247
Keel Point
Alabama
$535K – – –
BSWM
248
Boston Standard Wealth Management
Massachusetts
$530K +$16.7K +490 +3%
CAL
249
Capital Analysts LLC
Pennsylvania
$529K +$3.21K +94 +0.7%
TWM
250
TriaGen Wealth Management
California
$504K -$37.2K -1,089 -7%
8 9
10
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