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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
276
WR Wealth Planners
Missouri
$457K -$22.2K -712 -4%
MWM
277
Mascoma Wealth Management
New Hampshire
$453K +$9.95K +319 +2%
GG
278
Gofen & Glossberg
Illinois
$453K +$101K +3,222 +25%
RW
279
REDW Wealth
New Mexico
$452K -$2.4K -77 -0.5%
PL
280
Plancorp LLC
Missouri
$445K +$273K +8,756 +119%
KP
281
Keel Point
Alabama
$444K – – –
CA
282
CoreCap Advisors
Michigan
$441K -$76.7K -2,458 -13%
CS
283
Comerica Securities
Michigan
$441K +$44.2K +1,418 +10%
AR
284
Apeiron RIA
Texas
$435K -$28.3K -906 -5%
RSWM
285
Robertson Stephens Wealth Management
California
$428K -$455K -14,594 -49%
PAG
286
Private Advisor Group
New Jersey
$424K -$490K -15,707 -51%
SB
287
Simmons Bank
Arkansas
$423K – – –
FFG
288
Frisch Financial Group
New York
$422K +$9.67K +310 +2%
NL
289
NWAM LLC
Washington
$411K -$115K -3,677 -20%
RA
290
RFG Advisory
Alabama
$407K -$317K -10,161 -42%
NCM
291
NCM Capital Management
New Jersey
$407K +$17.8K +571 +4%
TCA
292
Transcend Capital Advisors
New Jersey
$404K -$640K -20,523 -58%
TC
293
Trilogy Capital
California
$402K +$17.3K +556 +4%
SW
294
SVB Wealth
Massachusetts
$401K – – –
MM
295
Main Management
California
$392K – – –
OFP
296
OLIO Financial Planning
Virginia
$385K – – –
SFS
297
Sowell Financial Services
Arkansas
$384K +$433K +13,875 New
HR
298
Hardy Reed
Mississippi
$383K +$101K +3,243 +31%
OWM
299
Opes Wealth Management
California
$382K +$31.2K +1,000 +8%
PTC
300
Private Trust Company
Ohio
$379K – – –
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12
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