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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
251
Institute for Wealth Management
Colorado
$841K +$64.4K +1,563 +8%
QCM
252
Quest Capital Management
Texas
$830K +$465K +11,290 +118%
HWA
253
Hilltop Wealth Advisors
North Carolina
$821K +$129K +3,138 +18%
IF
254
Intrua Financial
Texas
$814K -$142K -3,442 -14%
SDWMA
255
Schneider Downs Wealth Management Advisors
Pennsylvania
$788K +$19.4K +471 +2%
AWA
256
Alaska Wealth Advisors
Alaska
$780K +$168K +4,063 +26%
LF
257
Lantz Financial
Illinois
$771K +$28.2K +683 +4%
SWG
258
Summit Wealth Group
Vermont
$769K +$470K +11,407 +144%
RF
259
RHS Financial
California
$764K -$2.19K -53 -0.3%
RCM
260
Raleigh Capital Management
North Carolina
$762K +$790K +19,159 New
CFA
261
Cahill Financial Advisors
Minnesota
$748K – – –
BPA
262
Beacon Pointe Advisors
California
$745K -$64.2K -1,558 -8%
FA
263
FDx Advisors
Illinois
$733K +$455K +11,047 +150%
RW
264
Rede Wealth
Virginia
$723K +$4.58K +111 +0.6%
CWM
265
Cabot Wealth Management
Massachusetts
$721K +$53.4K +1,294 +8%
NCM
266
Neumann Capital Management
California
$720K +$93.6K +2,270 +14%
MIM
267
Macroview Investment Management
Maryland
$714K -$12.4K -301 -2%
AF
268
Affiance Financial
Minnesota
$714K +$11K +266 +2%
IA
269
IFG Advisory
Georgia
$692K -$217K -5,261 -23%
C
270
CEDRUS
Colorado
$675K +$700K +16,974 New
OWM
271
Opes Wealth Management
California
$674K +$162K +3,925 +30%
AAM
272
Autus Asset Management
Arizona
$667K +$50.6K +1,228 +8%
HWIS
273
Hancock Whitney Investment Services
Louisiana
$667K +$695K +16,859 New
CIAS
274
CFS Investment Advisory Services
New Jersey
$662K +$37.2K +902 +6%
GAM
275
Gould Asset Management
California
$660K +$117K +2,845 +21%
9 10
11
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