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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
301
Spearhead Capital Advisors
Florida
$303K +$2.3K +59 +0.8%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$298K +$276K +7,087 New
AGA
303
Arkos Global Advisors
Texas
$298K +$277K +7,096 New
PA
304
Parallel Advisors
California
$297K +$180K +4,620 +188%
CA
305
CGN Advisors
Kansas
$294K +$273K +7,010 New
PP
306
Prosperity Planning
Missouri
$293K +$272K +6,970 New
JFS
307
JD Financial Services
Pennsylvania
$290K +$269K +6,898 New
APA
308
American Portfolios Advisors
New York
$286K +$265K +6,795 +26,135%
CF
309
Corrigan Financial
Rhode Island
$284K +$13.5K +346 +5%
TFO
310
Tarbox Family Office
California
$283K – – –
KFS
311
Kelly Financial Services
Massachusetts
$280K +$185K +4,747 +246%
RFC
312
Regions Financial Corp
Alabama
$280K -$2.18K -56 -0.8%
CRWM
313
Castle Rock Wealth Management
California
$280K +$240K +6,147 New
CIC
314
Carnegie Investment Counsel
Ohio
$279K – – –
FCI
315
Financial Counselors Inc
Kansas
$279K +$259K +6,646 New
WWP
316
Waypoint Wealth Partners
California
$277K +$257K +6,590 New
LA
317
LexAurum Advisors
Kansas
$276K +$9.59K +246 +4%
ECM
318
Evergreen Capital Management
Washington
$276K +$256K +6,571 New
KM
319
Kalos Management
Georgia
$272K -$58.1K -1,490 -20%
CW
320
CreativeOne Wealth
Kansas
$272K +$253K +6,488 New
BSWM
321
Boston Standard Wealth Management
Massachusetts
$269K +$4.48K +115 +2%
VC
322
Vicus Capital
Pennsylvania
$267K -$27.4K -704 -10%
AIA
323
Arbor Investment Advisors
North Carolina
$250K +$1.52K +39 +0.7%
TFA
324
TPG Financial Advisors
Oregon
$249K +$231K +5,923 New
FANJ
325
Financial Architects (New Jersey)
New Jersey
$249K +$232K +5,941 New
11 12
13
14 15