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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
276
World Investment Advisors
California
$385K +$379K +11,496 New
WTB
277
Washington Trust Bank
Washington
$376K +$4.28K +130 +1%
D
278
Diversified
Delaware
$375K +$369K +11,193 New
FI
279
Financial Insights
Washington
$374K -$66 -2 -0%
SW
280
SVB Wealth
Massachusetts
$371K – – –
AF
281
Advisornet Financial
Minnesota
$369K +$4.58K +139 +1%
SRB
282
Shotwell Rutter Baer
Michigan
$369K -$18.8K -570 -5%
CB
283
Community Bank
New York
$361K -$329 -10 -0.1%
AGWCA
284
Annis Gardner Whiting Capital Advisors
Florida
$360K – – –
BAM
285
Belpointe Asset Management
Nevada
$357K +$351K +10,657 New
RA
286
RFG Advisory
Alabama
$356K +$350K +10,626 New
SB
287
Strategic Blueprint
Georgia
$354K +$53.6K +1,628 +18%
HT
288
Heritage Trust
Oklahoma
$348K – – –
OBWG
289
Onyx Bridge Wealth Group
New York
$348K +$341K +10,364 New
WN
290
Williams & Novak
California
$348K +$17.1K +520 +5%
EWA
291
EverSource Wealth Advisors
Alabama
$347K +$246K +7,455 +267%
EWP
292
Elevation Wealth Partners
California
$343K +$129K +3,922 +62%
PPW
293
Presilium Private Wealth
Pennsylvania
$340K -$2.27K -69 -0.7%
TWM
294
Tradition Wealth Management
Minnesota
$338K +$76.1K +2,310 +30%
BBA
295
BLB&B Advisors
Pennsylvania
$338K +$14.4K +436 +5%
TPCW
296
TD Private Client Wealth
New York
$337K -$3.79K -115 -1%
SC
297
Stephens Consulting
Michigan
$336K +$39.6K +1,202 +14%
UB
298
UMB Bank
Missouri
$335K +$329K +10,000 New
VFA
299
Valeo Financial Advisors
Indiana
$333K -$13.7K -416 -4%
MPW
300
MA Private Wealth
California
$328K – – –
10 11
12
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