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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Advisornet Financial
Minnesota
$364K -$398K -13,591 -53%
TFO
302
Tarbox Family Office
California
$364K +$65.3K +2,229 +23%
CAL
303
Capital Analysts LLC
Pennsylvania
$364K +$25.8K +880 +8%
CCWA
304
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$360K -$343K -11,690 -49%
FCI
305
Financial Counselors Inc
Kansas
$350K -$14.3K -487 -4%
LFG
306
Larson Financial Group
Missouri
$348K +$35.2K +1,201 +12%
FPCP
307
Fort Point Capital Partners
California
$341K – – –
CF
308
Corrigan Financial
Rhode Island
$337K +$37.6K +1,282 +13%
BOPW
309
Brandywine Oak Private Wealth
Pennsylvania
$337K +$8.88K +303 +3%
KWM
310
Kingsview Wealth Management
Oregon
$337K -$56.4K -1,923 -15%
SPC
311
Sigma Planning Corp
Michigan
$333K -$190K -6,495 -37%
SQA
312
Simon Quick Advisors
New Jersey
$333K -$13.3K -453 -4%
ATC
313
Argent Trust Co
Tennessee
$330K +$322K +10,979 New
UB
314
UMB Bank
Missouri
$328K – – –
AWE
315
Avidian Wealth Enterprises
Texas
$328K -$14.2K -483 -4%
QPWM
316
Quadrant Private Wealth Management
Pennsylvania
$325K +$316K +10,800 New
PGA
317
Portland Global Advisors
Maine
$323K – – –
HR
318
Hardy Reed
Mississippi
$319K -$95K -3,243 -23%
ECM
319
Evergreen Capital Management
Washington
$311K +$8.94K +305 +3%
FCM
320
Fortis Capital Management
Washington
$307K +$51.6K +1,761 +21%
AG
321
Ascent Group
Virginia
$307K +$43.3K +1,479 +17%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$307K -$3.81K -130 -1%
WS
323
Wedbush Securities
California
$306K +$71.1K +2,428 +31%
CB
324
Community Bank
New York
$299K -$1.61K -55 -0.5%
FFA
325
First Foundation Advisors
California
$299K +$292K +9,948 New
11 12
13
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