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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
226
Commerce Bank
Missouri
$600K -$42.2K -1,195 -6%
SFP
227
Shepherd Financial Partners
Massachusetts
$597K +$5.68K +161 +0.9%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K +$37.4K +1,059 +6%
PA
229
Parkside Advisors
California
$591K +$42.2K +1,195 +7%
MBT
230
Montecito Bank & Trust
California
$574K – – –
MA
231
Mutual Advisors
Nebraska
$557K -$68.9K -1,953 -10%
CTC
232
Central Trust Company
Missouri
$557K -$19.2K -544 -3%
PL
233
Plancorp LLC
Missouri
$549K -$14.1K -399 -2%
MFA
234
Morling Financial Advisors
California
$549K +$32.1K +909 +6%
APW
235
Austin Private Wealth
Texas
$544K +$15.6K +442 +3%
LFG
236
Larson Financial Group
Missouri
$543K +$18.9K +537 +3%
BIA
237
Bell Investment Advisors
California
$542K +$50.8K +1,440 +10%
WT
238
Whittier Trust
California
$539K – – –
MOS
239
MGO One Seven
Ohio
$535K +$12.4K +351 +2%
RA
240
RFG Advisory
Alabama
$531K +$165K +4,663 +41%
SPL
241
Smart Portfolios LLC
Washington
$529K +$20.6K +584 +4%
SWG
242
Summit Wealth Group
Vermont
$521K +$16.2K +460 +3%
SFG
243
Sage Financial Group
Pennsylvania
$513K +$89.3K +2,532 +20%
PI
244
PFG Investments
New York
$511K -$98.2K -2,782 -15%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$510K +$15.5K +438 +3%
PP
246
PDS Planning
Ohio
$508K +$5.79K +164 +1%
AA
247
Addison Advisors
Vermont
$504K -$2.29K -65 -0.4%
CAL
248
Capital Analysts LLC
Pennsylvania
$504K +$20.3K +575 +4%
KP
249
Keel Point
Alabama
$498K +$7.3K +207 +1%
BSWM
250
Boston Standard Wealth Management
Massachusetts
$495K +$10.3K +291 +2%
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