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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
301
Larson Financial Group
Missouri
$362K -$1.65K -52 -0.4%
LWM
302
Liberty Wealth Management
California
$361K +$363K +11,466 New
CF
303
Corrigan Financial
Rhode Island
$360K +$6.66K +210 +2%
WIA
304
World Investment Advisors
California
$357K -$270K -8,520 -43%
SQA
305
Simon Quick Advisors
New Jersey
$353K +$4.18K +132 +1%
FCM
306
Fortis Capital Management
Washington
$346K +$24.4K +770 +8%
ATC
307
Argent Trust Co
Tennessee
$346K – – –
UB
308
UMB Bank
Missouri
$344K – – –
VFA
309
Valeo Financial Advisors
Indiana
$344K +$115K +3,639 +50%
CB
310
Community Bank
New York
$338K +$25K +790 +8%
AWE
311
Avidian Wealth Enterprises
Texas
$337K -$6.24K -197 -2%
DE
312
Day & Ennis
Georgia
$335K -$141K -4,462 -30%
HR
313
Hardy Reed
Mississippi
$334K – – –
FPCP
314
Fort Point Capital Partners
California
$333K -$23.3K -736 -6%
OIA
315
OneDigital Investment Advisors
Kansas
$333K +$335K +10,586 New
BFA
316
BMS Financial Advisors
South Dakota
$330K -$1.38M -43,595 -81%
KFSC
317
Keystone Financial Services (Colorado)
Colorado
$325K -$36.3K -1,147 -10%
WSWA
318
Warren Street Wealth Advisors
California
$317K +$24.4K +770 +8%
FFA
319
First Foundation Advisors
California
$313K – – –
FAIM
320
Financial Advocates Investment Management
Washington
$312K +$61K +1,925 +24%
MWP
321
Meridian Wealth Partners
Pennsylvania
$312K +$43.9K +1,384 +16%
CFA
322
Cahill Financial Advisors
Minnesota
$308K – – –
DFA
323
DHK Financial Advisors
New Hampshire
$307K +$57.7K +1,820 +23%
CAMV
324
Concord Asset Management (Virginia)
Virginia
$306K +$38.1K +1,201 +14%
FCI
325
Financial Counselors Inc
Kansas
$302K -$64.6K -2,038 -18%
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13
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