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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FAAM
276
First Ascent Asset Management
Colorado
$550K +$567K +13,262 New
IWS
277
Insight Wealth Strategies
California
$548K -$30.8K -721 -5%
NAMM
278
NorthStar Asset Management (Massachusetts)
Massachusetts
$547K – – –
KA
279
Kovack Advisors
Florida
$547K -$39.1K -916 -6%
SFS
280
Sowell Financial Services
Arkansas
$544K -$1.06M -24,698 -65%
SB
281
Simmons Bank
Arkansas
$544K +$130K +3,039 +30%
AFAS
282
Acorn Financial Advisory Services
Virginia
$541K -$2.86K -67 -0.5%
JFG
283
JMG Financial Group
Illinois
$541K +$15.1K +354 +3%
BWM
284
BerganKDV Wealth Management
Minnesota
$541K +$169K +3,945 +43%
OWM
285
Opes Wealth Management
California
$540K +$256K +5,985 +85%
CT
286
Cambridge Trust
Massachusetts
$539K +$328K +7,667 +144%
SP
287
Successful Portfolios
Florida
$523K -$256K -5,979 -32%
TC
288
Trilogy Capital
California
$523K -$19.9K -465 -4%
CWAG
289
Compton Wealth Advisory Group
Virginia
$523K +$164K +3,830 +44%
RCM
290
Rain Capital Management
Oregon
$521K – – –
EWA
291
EP Wealth Advisors
California
$521K +$538K +12,582 New
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$512K -$67.6K -1,581 -11%
CCM
293
Coldstream Capital Management
Washington
$501K – – –
MA
294
Mutual Advisors
Nebraska
$497K -$2.81M -65,819 -85%
FFG
295
Frisch Financial Group
New York
$497K +$65.5K +1,533 +15%
SPL
296
Smart Portfolios LLC
Washington
$483K +$44.6K +1,044 +10%
MGWM
297
Marks Group Wealth Management
Minnesota
$479K -$173K -4,048 -26%
KCA
298
Karn Couzens & Associates
Connecticut
$474K +$26K +609 +6%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$471K -$29.3K -685 -6%
CWM
300
Cornerstone Wealth Management
Missouri
$468K -$132K -3,093 -22%
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