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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
301
Csenge Advisory Group
Florida
$600K -$124K -3,219 -16%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$600K +$59.8K +1,557 +11%
RW
303
REDW Wealth
New Mexico
$600K +$68K +1,770 +12%
HGWM
304
Horst & Graben Wealth Management
Oregon
$598K +$11.8K +307 +2%
AAM
305
Autus Asset Management
Arizona
$596K -$21.8K -569 -3%
DWT
306
Dorsey & Whitney Trust
South Dakota
$588K +$24K +626 +4%
MMA
307
Miracle Mile Advisors
California
$579K -$246K -6,398 -29%
BWM
308
BerganKDV Wealth Management
Minnesota
$570K +$17.1K +446 +3%
SB
309
Simmons Bank
Arkansas
$558K +$78.9K +2,056 +16%
CWP
310
Concord Wealth Partners
Virginia
$557K +$83.9K +2,185 +17%
GAM
311
Gould Asset Management
California
$553K -$58.9K -1,535 -9%
NCM
312
NCM Capital Management
New Jersey
$552K +$577K +15,028 New
QPWM
313
Quadrant Private Wealth Management
Pennsylvania
$541K +$152K +3,961 +37%
PIA
314
Pinion Investment Advisors
Kansas
$540K +$565K +14,708 New
HWM
315
HB Wealth Management
Georgia
$537K +$11.6K +302 +2%
BF
316
Brooklyn FI
New York
$535K +$318K +8,284 +132%
CT
317
Cambridge Trust
Massachusetts
$531K +$11.8K +306 +2%
LRWA
318
Long Run Wealth Advisors
New York
$530K +$54.9K +1,429 +11%
ADL
319
Asset Dedication LLC
California
$529K -$54.2K -1,411 -9%
FFG
320
Frisch Financial Group
New York
$529K – – –
DT
321
Diversified Trust
Tennessee
$529K +$273K +7,115 +98%
RFA
322
RTD Financial Advisors
Pennsylvania
$527K +$47.2K +1,230 +9%
BSW
323
Buckingham Strategic Wealth
Missouri
$526K +$196K +5,098 +55%
DL
324
DOHJ LLC
Washington
$523K +$142K +3,707 +35%
MM
325
Main Management
California
$521K -$16.7K -435 -3%
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