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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
276
Sax Wealth Advisors
New Jersey
$419K -$207K -5,863 -32%
MPW
277
MA Private Wealth
California
$417K +$3.81K +108 +0.9%
AIFS
278
A&I Financial Services
Colorado
$416K +$440K +12,457 New
SC
279
Stephens Consulting
Michigan
$415K +$75.3K +2,134 +21%
LRWA
280
Long Run Wealth Advisors
New York
$411K +$1.83K +52 +0.4%
CFGA
281
Cambridge Financial Group (Arizona)
Arizona
$411K -$117K -3,308 -21%
OBWG
282
Onyx Bridge Wealth Group
New York
$409K +$433K +12,259 New
TWM
283
Tradition Wealth Management
Minnesota
$409K +$76K +2,155 +21%
ECM
284
Evergreen Capital Management
Washington
$401K +$7.69K +218 +2%
WA
285
Wealth Alliance
New York
$400K -$212 -6 -0.1%
PHIC
286
Pine Haven Investment Counsel
Massachusetts
$394K – – –
FFA
287
Farther Finance Advisors
California
$391K -$3.46K -98 -0.8%
DE
288
Diversified Enterprises
Delaware
$388K -$49.1K -1,391 -11%
SRB
289
Shotwell Rutter Baer
Michigan
$388K +$12.2K +347 +3%
CA
290
CGN Advisors
Kansas
$387K +$44.4K +1,259 +12%
NP
291
NorthRock Partners
Minnesota
$385K -$3.95K -112 -1%
SWP
292
Sagespring Wealth Partners
Tennessee
$383K +$405K +11,468 New
PPW
293
Presilium Private Wealth
Pennsylvania
$381K +$34.3K +972 +9%
WIA
294
World Investment Advisors
California
$379K +$1.06K +30 +0.3%
WTB
295
Washington Trust Bank
Washington
$374K -$706 -20 -0.2%
UB
296
UMB Bank
Missouri
$373K -$847 -24 -0.2%
EWA
297
EverSource Wealth Advisors
Alabama
$371K +$24.8K +704 +7%
AGWCA
298
Annis Gardner Whiting Capital Advisors
Florida
$368K – – –
ATPW
299
Ashton Thomas Private Wealth
Arizona
$368K +$388K +11,010 New
CB
300
Community Bank
New York
$364K +$5.04K +143 +1%
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