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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
251
Boston Standard Wealth Management
Massachusetts
$747K -$34.2K -723 -4%
WT
252
Whittier Trust
California
$741K – – –
WLIM
253
White Lighthouse Investment Management
Massachusetts
$726K -$25.5K -540 -3%
RIA
254
Regal Investment Advisors
Michigan
$719K -$123K -2,602 -14%
SCA
255
Snowden Capital Advisors
New York
$719K +$36.7K +776 +5%
HR
256
Hardy Reed
Mississippi
$711K – – –
FEG
257
Fund Evaluation Group
Ohio
$710K – – –
SPL
258
Smart Portfolios LLC
Washington
$706K +$16.3K +344 +2%
SFP
259
Shepherd Financial Partners
Massachusetts
$706K +$13.7K +289 +2%
BF
260
Benchmark Financial
Delaware
$705K +$47.3K +1,000 +7%
WIA
261
World Investment Advisors
California
$700K -$46.5K -984 -6%
KP
262
Keel Point
Alabama
$695K – – –
CIA
263
Concurrent Investment Advisors
Florida
$692K +$188K +3,976 +35%
SWP
264
Sagespring Wealth Partners
Tennessee
$690K -$71.3K -1,508 -9%
HCM
265
Howland Capital Management
Massachusetts
$686K -$10.7K -226 -1%
PCA
266
Prosperity Capital Advisors
Ohio
$685K -$52.3K -1,106 -7%
YWM
267
Yukon Wealth Management
Kansas
$675K – – –
ADL
268
Asset Dedication LLC
California
$668K -$531K -11,240 -43%
FPCP
269
Fort Point Capital Partners
California
$664K – – –
BIA
270
Bell Investment Advisors
California
$651K +$49.8K +1,054 +8%
EPW
271
Evolve Private Wealth
California
$643K -$9.17K -194 -1%
SWG
272
Summit Wealth Group
Vermont
$642K -$29K -613 -4%
SAS
273
Sage Advisory Services
Texas
$641K +$82.5K +1,745 +14%
PL
274
Plancorp LLC
Missouri
$637K -$9.88K -209 -2%
SDWMA
275
Schneider Downs Wealth Management Advisors
Pennsylvania
$636K +$17.1K +361 +3%
9 10
11
12 13