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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$11K – – –
AC
252
AlphaCore Capital
California
$11K +$13.5K +409 New
CAL
253
Capital Analysts LLC
Pennsylvania
$10K +$12K +364 New
CWM
254
Cranbrook Wealth Management
Michigan
$8K – – –
SF
255
Synovus Financial
Georgia
$8K +$3.63K +110 +71%
TFGT
256
TS Financial Group (TSFG)
Illinois
$6K +$7.76K +235 New
AWA
257
Arkadios Wealth Advisors
Georgia
$5.53K +$495 +15 +8%
FWP
258
FAS Wealth Partners
Kansas
$5K +$330 +10 +6%
EW
259
Evoke Wealth
California
$3.53K +$4.26K +129 New
HF
260
Halpern Financial
Virginia
$3.01K +$3.63K +110 New
APC
261
Aspire Private Capital
North Carolina
$3K – – –
TFS
262
TrustCore Financial Services
Tennessee
$3K – – –
VNA
263
Valley National Advisers
Pennsylvania
$3K – – –
SFPG
264
Stonebridge Financial Planning Group
Florida
$3K +$3.14K +95 New
EIP
265
Ellis Investment Partners
Pennsylvania
$2K – – –
CGI
266
Cougar Global Investments
Ontario, Canada
$2K +$297 +9 +19%
VCP
267
Verus Capital Partners
Arizona
$2K +$1.06K +32 +64%
SFSG
268
Sound Financial Strategies Group
Mississippi
$2K +$2.61K +79 New
AA
269
Advisory Alpha
Michigan
$1.52K +$1.75K +53 New
APA
270
American Portfolios Advisors
New York
$1.29K +$1.55K +47 New
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.55K +47 New
VMPIC
272
Varma Mutual Pension Insurance Co
Finland
– -$62.1M -1,726,988 Closed
MWM
273
Merriman Wealth Management
Washington
– -$1.05M -29,300 Closed
GC
274
Garde Capital
Washington
– -$714K -19,885 Closed
FWM
275
Frontier Wealth Management
Missouri
– -$642K -17,876 Closed
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