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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
301
HB Wealth Management
Georgia
$460K -$13K -384 -3%
MM
302
Main Management
California
$458K – – –
NCM
303
NCM Capital Management
New Jersey
$457K -$30.4K -896 -6%
AWE
304
Avidian Wealth Enterprises
Texas
$452K -$508K -14,989 -52%
TC
305
Trilogy Capital
California
$452K -$92K -2,712 -16%
OFP
306
OLIO Financial Planning
Virginia
$449K +$61.6K +1,817 +15%
PTC
307
Private Trust Company
Ohio
$443K +$464K +13,699 New
SPL
308
Smart Portfolios LLC
Washington
$439K +$14.9K +438 +3%
KWS
309
Keystone Wealth Services
California
$438K -$1.01M -29,907 -69%
CG
310
Caprock Group
Idaho
$436K -$172K -5,064 -27%
VCP
311
Verus Capital Partners
Arizona
$431K -$205K -6,050 -31%
PIA
312
Perennial Investment Advisors
California
$427K -$200K -5,889 -31%
GG
313
Gofen & Glossberg
Illinois
$425K +$155K +4,579 +53%
CCM
314
Coldstream Capital Management
Washington
$423K +$5.19K +153 +1%
RCM
315
Rain Capital Management
Oregon
$419K +$3.8K +112 +0.9%
CB
316
Commerce Bank
Missouri
$416K +$83.7K +2,468 +24%
OWM
317
Opes Wealth Management
California
$414K -$9.32K -275 -2%
G
318
GenTrust
Florida
$414K – – –
AA
319
Addison Advisors
Vermont
$402K -$5.09K -150 -1%
RCM
320
Raleigh Capital Management
North Carolina
$400K -$480K -14,154 -53%
AWA
321
Aaron Wealth Advisors
Illinois
$398K +$68K +2,005 +19%
SFO
322
Stokes Family Office
Louisiana
$396K +$416K +12,268 New
FCI
323
Financial Counselors Inc
Kansas
$392K – – –
BWM
324
BerganKDV Wealth Management
Minnesota
$387K -$120K -3,539 -23%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$30.6K +903 +8%
11 12
13
14 15