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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
276
Schneider Downs Wealth Management Advisors
Pennsylvania
$728K +$461 +12 +0.1%
PCG
277
Private Capital Group
Connecticut
$720K +$187K +4,867 +33%
RZH
278
Relyea Zuckerberg Hanson
Connecticut
$718K +$128K +3,342 +20%
WWP
279
WR Wealth Planners
Missouri
$716K +$749K +19,499 New
VCP
280
Verus Capital Partners
Arizona
$712K +$745K +19,395 New
IA
281
IFG Advisory
Georgia
$704K +$67.4K +1,755 +10%
PIA
282
Perennial Investment Advisors
California
$702K +$410K +10,690 +127%
WWM
283
Western Wealth Management
Colorado
$693K +$118K +3,064 +19%
MCWS
284
McKinley Carter Wealth Services
West Virginia
$688K +$83.6K +2,178 +13%
AWA
285
Alaska Wealth Advisors
Alaska
$687K -$35.4K -923 -5%
CFA
286
Cahill Financial Advisors
Minnesota
$686K -$5.53K -144 -0.8%
AF
287
Affiance Financial
Minnesota
$686K +$28K +730 +4%
CG
288
Caprock Group
Idaho
$682K +$394K +10,258 +124%
SCFS
289
S.C. Financial Services
Arizona
$681K +$96K +2,500 +16%
FFN
290
Focus Financial Network
Minnesota
$681K +$712K +18,534 New
RW
291
Rede Wealth
Virginia
$677K +$9.25K +241 +1%
RWM
292
Ritholtz Wealth Management
New York
$673K -$167K -4,350 -19%
AF
293
Advisornet Financial
Minnesota
$668K +$168K +4,367 +32%
CWM
294
Cabot Wealth Management
Massachusetts
$665K -$1.27K -33 -0.2%
MWM
295
Maripau Wealth Management
Indiana
$661K +$115K +2,990 +19%
VCM
296
Vision Capital Management
Oregon
$659K +$55.4K +1,443 +9%
EGWAG
297
Elwood & Goetz Wealth Advisory Group
Georgia
$648K +$678K +17,650 New
WAL
298
W Advisors LLC
Tennessee
$643K +$113K +2,951 +20%
GFPC
299
Global Financial Private Client
Florida
$623K +$129K +3,363 +25%
TC
300
Trilogy Capital
California
$613K +$154K +4,002 +32%
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