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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
301
Evergreen Capital Management
Washington
$516K -$8.51K -193 -2%
EWP
302
Elevation Wealth Partners
California
$499K +$6.57K +149 +1%
WTB
303
Washington Trust Bank
Washington
$497K -$23.2K -527 -4%
CIA
304
Concurrent Investment Advisors
Florida
$497K +$271K +6,150 +121%
CWMK
305
Caliber Wealth Management (Kansas)
Kansas
$484K +$9.08K +206 +2%
AA
306
Addison Advisors
Vermont
$481K -$7.41K -168 -2%
PTC
307
Private Trust Company
Ohio
$481K -$96.6K -2,190 -17%
PPW
308
Presilium Private Wealth
Pennsylvania
$478K -$6.48K -147 -1%
BBA
309
BLB&B Advisors
Pennsylvania
$469K +$9.7K +220 +2%
OBWG
310
Onyx Bridge Wealth Group
New York
$468K -$3.84K -87 -0.8%
RA
311
Range Advisory
Virginia
$467K +$466K +10,568 New
LFG
312
Larson Financial Group
Missouri
$462K -$114K -2,581 -20%
UB
313
UMB Bank
Missouri
$459K -$14.2K -322 -3%
MWP
314
Meridian Wealth Partners
Pennsylvania
$455K -$49K -1,112 -10%
MT
315
Midwest Trust
Kansas
$448K – – –
GC
316
Garde Capital
Washington
$436K +$135K +3,055 +45%
BWP
317
BlueStem Wealth Partners
Minnesota
$435K -$78K -1,769 -15%
DWM
318
Diversify Wealth Management
Utah
$433K +$412K +9,336 New
CFGA
319
Cambridge Financial Group (Arizona)
Arizona
$433K +$15.5K +351 +3%
LRWA
320
Long Run Wealth Advisors
New York
$425K +$7.23K +164 +2%
FHA
321
Flagship Harbor Advisors
Massachusetts
$425K +$21.2K +480 +5%
KFSC
322
Keystone Financial Services (Colorado)
Colorado
$424K +$56K +1,270 +15%
TF
323
TME Financial
California
$420K +$309 +7 +0.1%
TF
324
Theory Financial
Colorado
$420K +$86.3K +1,957 +28%
SI
325
Seeds Investor
New York
$418K +$417K +9,453 New
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13
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