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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
301
Long Run Wealth Advisors
New York
$411K -$40.7K -997 -10%
AI
302
Atria Investments
North Carolina
$409K +$61.9K +1,517 +19%
AFG
303
Atomi Financial Group
New York
$407K +$52.1K +1,276 +16%
SEIA
304
Signature Estate & Investment Advisors
California
$403K +$612 +15 +0.2%
PSA
305
Plum Street Advisors
Louisiana
$401K -$190K -4,659 -34%
LWA
306
Lifelong Wealth Advisors
Minnesota
$399K -$13.1K -320 -3%
FHA
307
Flagship Harbor Advisors
Massachusetts
$397K +$11.9K +292 +3%
GWMR
308
GC Wealth Management RIA
Massachusetts
$395K +$70.6K +1,730 +23%
PAG
309
Private Advisor Group
New Jersey
$390K +$68.9K +1,689 +23%
TDWM
310
Topel & Distasi Wealth Management
California
$387K +$979 +24 +0.3%
BCM
311
Barometer Capital Management
Ontario, Canada
$382K +$81.6K +2,000 +29%
RIM
312
RW Investment Management
Idaho
$378K -$3.83K -94 -1%
MWP
313
Moller Wealth Partners
$369K -$5.34K -131 -2%
AWM
314
Avior Wealth Management
Nebraska
$366K -$286K -7,006 -45%
AWM
315
Apollon Wealth Management
South Carolina
$365K -$2.16K -53 -0.6%
WN
316
Williams & Novak
California
$362K -$30.6K -750 -8%
KFSC
317
Keystone Financial Services (Colorado)
Colorado
$362K +$6.16K +151 +2%
LIA
318
LifePlan Investment Advisors
North Carolina
$360K +$14.1K +345 +4%
RF
319
RHS Financial
California
$358K -$3.51K -86 -1%
SWM
320
SK Wealth Management
Rhode Island
$357K – – –
PWM
321
Penobscot Wealth Management
Maine
$354K -$5.38K -132 -2%
WWM
322
WT Wealth Management
Arizona
$354K -$86.4K -2,118 -21%
AWA
323
Aaron Wealth Advisors
Illinois
$353K +$19.9K +489 +6%
CG
324
Caprock Group
Idaho
$350K +$353K +8,654 New
BWL
325
Bogart Wealth LLC
Virginia
$347K -$9.87K -242 -3%
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