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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
276
Pine Haven Investment Counsel
Massachusetts
$688K +$7.58K +145 +1%
RIA
277
Regal Investment Advisors
Michigan
$686K -$171K -3,274 -21%
BOPW
278
Brandywine Oak Private Wealth
Pennsylvania
$685K -$69K -1,320 -10%
AIFS
279
A&I Financial Services
Colorado
$684K -$20.7K -396 -3%
UB
280
UMB Bank
Missouri
$683K +$19.3K +370 +3%
SWP
281
Sagespring Wealth Partners
Tennessee
$675K -$148K -2,836 -19%
BRWA
282
B. Riley Wealth Advisors
Florida
$673K +$20K +383 +3%
CA
283
CGN Advisors
Kansas
$671K +$888 +17 +0.1%
ZS
284
Zenith Solutions
Pennsylvania
$666K +$636K +12,174 New
MPW
285
MA Private Wealth
California
$662K – – –
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K +$276K +5,280 +78%
MCIA
287
Mountain Capital Investment Advisors
Colorado
$655K +$626K +11,971 New
BIA
288
Bell Investment Advisors
California
$652K -$125K -2,396 -17%
SRB
289
Shotwell Rutter Baer
Michigan
$649K -$28.7K -549 -4%
PWM
290
Penobscot Wealth Management
Maine
$646K +$134K +2,569 +28%
TWM
291
TriaGen Wealth Management
California
$642K -$3.24K -62 -0.5%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$637K -$18.3K -350 -3%
ECM
293
Evergreen Capital Management
Washington
$634K -$4.96K -95 -0.8%
ASG
294
Advisory Solutions Group
Minnesota
$632K +$604K +11,559 New
PAG
295
Private Advisor Group
New Jersey
$632K +$143K +2,742 +31%
MT
296
Midwest Trust
Kansas
$626K +$72.4K +1,385 +14%
EWP
297
Elevation Wealth Partners
California
$624K +$1.1K +21 +0.2%
PL
298
Plancorp LLC
Missouri
$610K -$68.7K -1,315 -10%
CFGA
299
Cambridge Financial Group (Arizona)
Arizona
$605K -$25.6K -489 -4%
WTB
300
Washington Trust Bank
Washington
$597K -$5.23K -100 -0.9%
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