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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
276
Parallel Advisors
California
$87K -$32.4K -915 -27%
LFG
277
LifePlan Financial Group
Ohio
$84K – – –
KFS
278
Kelly Financial Services
Massachusetts
$68.6K +$57.3K +1,617 +523%
HCA
279
Heck Capital Advisors
Wisconsin
$62.2K +$992 +28 +2%
RG
280
Retirement Group
California
$60K +$59.8K +1,689 New
EP
281
Eudaimonia Partners
Tennessee
$58K -$8.64K -244 -13%
CFD
282
Creative Financial Designs
Indiana
$58K +$58.1K +1,640 New
FCH
283
Freestone Capital Holdings
Washington
$57.3K +$57K +1,608 New
ACA
284
Aptus Capital Advisors
Alabama
$56K +$28.1K +793 +101%
WTC
285
WhitTier Trust Company
Nevada
$55K +$24.6K +695 +82%
HFA
286
HC Financial Advisors
California
$51K – – –
SWM
287
Sugarloaf Wealth Management
Georgia
$47K – – –
RIM
288
Rockbridge Investment Management
New York
$38K +$38K +1,074 New
HPC
289
HM Payson & Co
Maine
$37K – – –
FFA
290
Founders Financial Alliance
North Carolina
$36K +$35.4K +1,000 New
FP
291
Fiduciary Planning
Florida
$36K +$35.7K +1,008 New
MA
292
MUFG Americas
New York
$33K – – –
TF
293
TimeScale Financial
Massachusetts
$33K – – –
BWM
294
BerganKDV Wealth Management
Minnesota
$31K +$30.5K +862 New
CMBA
295
C.M. Bidwell & Associates
Hawaii
$28K +$4.78K +135 +21%
AIP
296
Ameritas Investment Partners
Nebraska
$27K – – –
CAL
297
Capital Analysts LLC
Pennsylvania
$21K +$7.79K +220 +60%
AWA
298
Arkadios Wealth Advisors
Georgia
$20.4K +$8.89K +251 +84%
PFA
299
Professional Financial Advisors
Nebraska
$18K +$17.7K +500 New
BFEC
300
Benjamin F. Edwards & Company
Missouri
$18K +$18.1K +511 New
10 11
12
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