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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
251
US Financial Advisors
Massachusetts
$497K +$22.7K +717 +5%
WWP
252
WR Wealth Planners
Missouri
$489K +$3.11K +98 +0.6%
SB
253
Simmons Bank
Arkansas
$488K +$7.07K +223 +1%
NL
254
NWAM LLC
Washington
$484K +$103K +3,242 +27%
RWM
255
Ritholtz Wealth Management
New York
$483K -$9.98K -315 -2%
SPL
256
Smart Portfolios LLC
Washington
$479K -$4.41K -139 -0.9%
SFP
257
Shepherd Financial Partners
Massachusetts
$477K -$11.9K -376 -2%
FFG
258
Frisch Financial Group
New York
$473K -$30.8K -971 -6%
SXL
259
Summit X LLC
Missouri
$465K -$2.94M -92,799 -86%
PA
260
PFG Advisors
Arizona
$464K -$181K -5,700 -28%
TC
261
Trilogy Capital
California
$463K +$18.3K +579 +4%
VCP
262
Verus Capital Partners
Arizona
$461K +$66.5K +2,098 +17%
PI
263
PFG Investments
New York
$457K +$460K +14,511 New
LRWA
264
Long Run Wealth Advisors
New York
$453K -$214K -6,749 -32%
WS
265
Wedbush Securities
California
$451K +$131K +4,143 +41%
PL
266
Plancorp LLC
Missouri
$451K +$9.35K +295 +2%
SAM
267
Strategy Asset Managers
California
$446K -$8.75K -276 -2%
GIA
268
Goodwin Investment Advisory
Georgia
$441K -$36.4K -1,148 -8%
SPC
269
Sigma Planning Corp
Michigan
$439K +$90.3K +2,850 +26%
PAG
270
Private Advisor Group
New Jersey
$438K -$23.5K -742 -5%
CWP
271
Concord Wealth Partners
Virginia
$437K -$60K -1,892 -12%
FI
272
Financial Insights
Washington
$433K -$215K -6,788 -33%
PTC
273
Private Trust Company
Ohio
$431K – – –
SFG
274
Sage Financial Group
Pennsylvania
$431K +$13.9K +439 +3%
HWM
275
HB Wealth Management
Georgia
$429K – – –
9 10
11
12 13