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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
251
United Capital Financial Advisors
Texas
$498K +$208K +5,331 +82%
AAM
252
Autus Asset Management
Arizona
$493K +$51.3K +1,315 +13%
PA
253
Paracle Advisors
Washington
$477K +$11.5K +295 +3%
HDIM
254
Hanson & Doremus Investment Management
Vermont
$472K – – –
CTC
255
Central Trust Company
Missouri
$467K +$87.5K +2,245 +25%
QPWM
256
Quadrant Private Wealth Management
Pennsylvania
$464K +$430K +11,042 New
FHC
257
First Heartland Consultants
Missouri
$449K +$128K +3,284 +44%
AWA
258
Alaska Wealth Advisors
Alaska
$447K -$218K -5,600 -34%
AWP
259
Abacus Wealth Partners
California
$440K +$409K +10,488 New
PWM
260
Perigon Wealth Management
California
$437K +$24K +615 +6%
BJL
261
Brighton Jones LLC
Washington
$429K +$84.9K +2,179 +27%
APC
262
Aspire Private Capital
North Carolina
$429K +$85.4K +2,191 +27%
TC
263
Trilogy Capital
California
$425K +$104K +2,673 +36%
GBBWRPM
264
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$422K +$392K +10,051 New
AC
265
Apella Capital
Connecticut
$413K +$383K +9,832 New
VAG
266
VisionPoint Advisory Group
Texas
$410K -$61.7K -1,582 -14%
FHA
267
First Horizon Advisors
Tennessee
$408K +$148K +3,804 +64%
CB
268
Community Bank
New York
$405K -$34.5K -885 -8%
SI
269
Stephens Inc
Arkansas
$404K +$375K +9,620 New
ADL
270
Asset Dedication LLC
California
$402K +$56.8K +1,458 +18%
IWM
271
IHT Wealth Management
Illinois
$399K +$110K +2,810 +42%
IWS
272
Insight Wealth Strategies
California
$397K +$369K +9,463 New
SPIA
273
Strategic Point Investment Advisors
Rhode Island
$396K +$346K +8,870 New
VCM
274
Vision Capital Management
Oregon
$388K -$46.5K -1,193 -11%
RCWMU
275
Rothschild & Co Wealth Management (UK)
United Kingdom
$388K – – –
9 10
11
12 13